See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,146 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $470,451 | $80,753+482.6% | $136,294+245.2% | $62,292+655.2% |
| Participation rate | 99.5% | 73.5%+25.9pp | 81.9%+17.5pp | 69.5%+30.0pp |
| Annual return | 16.90% | 35.83%-18.9pp | 5155.94%-5139.0pp | 28.90%-12.0pp |
| Employer contribution / active EE | $14,077 | $2,884+388.2% | $4,695+199.8% | $2,042+589.3% |
| Participant deferral / active EE | $9,251 | $5,164+79.1% | $6,247+48.1% | $3,169+191.9% |
| Admin fee / account holder | $41 | $525-92.2% | $9,243-99.6% | $479-91.4% |