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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $354,268 |
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 | $513,313 | $56,095+815.1% | $178,490+187.6% | $90,288+468.5% |
| Participation rate | 97.6% | 65.6%+32.1pp | 81.9%+15.7pp | 73.4%+24.3pp |
| Annual return | 15.04% | 28.81%-13.8pp | 151.07%-136.0pp | 53.97%-38.9pp |
| Employer contribution / active EE | $20,958 | $1,572+1232.8% | $5,011+318.3% | $2,524+730.3% |
| Participant deferral / active EE | $22,385 | $2,669+738.8% | $5,202+330.3% | $4,232+428.9% |
| Admin fee / account holder | $214 | $101+112.9% | $13,984-98.5% | $114+87.9% |