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 | $95,476 |
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 | $267,785 | $81,537+228.4% | $149,718+78.9% | $69,631+284.6% |
| Participation rate | 99.5% | 86.1%+13.4pp | 87.1%+12.4pp | 70.7%+28.8pp |
| Annual return | 19.87% | 22.79%-2.9pp | 1501.63%-1481.8pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $7,709 | $3,239+138.0% | $5,445+41.6% | $2,032+279.4% |
| Participant deferral / active EE | $11,997 | $4,994+140.2% | $6,569+82.6% | $3,224+272.2% |
| Admin fee / account holder | $193 | $107+80.9% | $11,283-98.3% | $110+75.0% |