Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,519 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $303,766 | $60,261+404.1% | $81,783+271.4% | $74,546+307.5% |
| Participation rate | 96.7% | 62.9%+33.8pp | 72.4%+24.3pp | 67.2%+29.5pp |
| Annual return | 14.53% | 16.88%-2.4pp | 775.05%-760.5pp | 1366.03%-1351.5pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $2,913-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $13,399 | $3,388+295.5% | $4,320+210.1% | $4,347+208.2% |
| Admin fee / account holder | $48 | $1,482-96.8% | $7,380-99.3% | $1,944-97.5% |