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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,838 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 64 | Recordkeeping Fees | $0 |
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 | $703,887 | $55,453+1169.3% | $170,442+313.0% | $62,292+1030.0% |
| Participation rate | 97.4% | 66.4%+31.0pp | 83.6%+13.8pp | 69.5%+27.9pp |
| Annual return | 13.31% | 21.38%-8.1pp | 205.93%-192.6pp | 28.90%-15.6pp |
| Employer contribution / active EE | $17,365 | $2,164+702.6% | $5,433+219.6% | $2,042+750.3% |
| Participant deferral / active EE | $11,341 | $2,303+392.5% | $4,939+129.6% | $3,169+257.9% |
| Admin fee / account holder | $61 | $455-86.7% | $13,880-99.6% | $479-87.3% |