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 | $333,024 |
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 | $447,900 | $47,456+843.8% | $172,739+159.3% | $77,787+475.8% |
| Participation rate | 98.2% | 66.3%+32.0pp | 82.6%+15.6pp | 73.2%+25.0pp |
| Annual return | 23.55% | 35.57%-12.0pp | 802.84%-779.3pp | 32.57%-9.0pp |
| Employer contribution / active EE | $14,561 | $1,574+825.0% | $5,143+183.1% | $2,504+481.4% |
| Participant deferral / active EE | $23,175 | $2,560+805.4% | $5,198+345.9% | $3,967+484.1% |
| Admin fee / account holder | $203 | $81+150.5% | $13,954-98.5% | $100+102.4% |