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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $39,663 |
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 | $304,281 | $88,515+243.8% | $162,163+87.6% | $67,579+350.3% |
| Participation rate | 96.3% | 86.8%+9.5pp | 87.6%+8.8pp | 71.3%+25.1pp |
| Annual return | 22.44% | 27.04%-4.6pp | 115.59%-93.2pp | 378.56%-356.1pp |
| Employer contribution / active EE | $8,355 | $3,563+134.5% | $5,614+48.8% | $2,148+289.0% |
| Participant deferral / active EE | $13,816 | $5,724+141.4% | $7,298+89.3% | $3,539+290.4% |
| Admin fee / account holder | $75 | $124-39.5% | $10,843-99.3% | $142-47.4% |