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 9-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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,657 |
Filed as: THEOBALD DEMAHY & CO PC Service code 10 · EIN 74-1873382 | Accounting | $13,675 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $274,084 | $98,750+177.6% | $149,696+83.1% | $79,858+243.2% |
| Participation rate | 96.9% | 75.8%+21.2pp | 82.5%+14.4pp | 69.6%+27.3pp |
| Annual return | 13.33% | 27.43%-14.1pp | 276.60%-263.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $2,545 | $3,216-20.9% | $4,644-45.2% | $2,471+3.0% |
| Participant deferral / active EE | $9,065 | $5,680+59.6% | $6,842+32.5% | $3,740+142.4% |
| Admin fee / account holder | $335 | $6,053-94.5% | $9,309-96.4% | $5,306-93.7% |