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 | $37,338 |
HRL LABORATORY LLC1 year Filed as: HRL LABORATORIES LLC Service code 10 · EIN 95-4663143 | Accounting | $14,440 |
BUCK GLOBAL, LLC1 year Filed as: BUCK GLOBAL LLC Service code 27 · EIN 13-3954297 | Advisory (Plan) | $14,421 |
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 | $272,927 | $88,122+209.7% | $141,162+93.3% | $67,579+303.9% |
| Participation rate | 99.6% | 76.5%+23.1pp | 82.5%+17.1pp | 71.3%+28.3pp |
| Annual return | 21.80% | 75.40%-53.6pp | 71.39%-49.6pp | 378.56%-356.8pp |
| Employer contribution / active EE | $12,124 | $3,224+276.0% | $4,735+156.0% | $2,148+464.5% |
| Participant deferral / active EE | $11,863 | $5,958+99.1% | $6,709+76.8% | $3,539+235.2% |
| Admin fee / account holder | $95 | $131-27.4% | $10,261-99.1% | $142-33.2% |