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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $62,008 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,036 | $81,908+30.7% | $90,749+17.9% | $64,808+65.2% |
| Participation rate | 94.4% | 80.5%+13.9pp | 75.7%+18.7pp | 71.5%+22.9pp |
| Annual return | -14.73% | -12.53%-2.2pp | -12.16%-2.6pp | 32.82%-47.5pp |
| Employer contribution / active EE | $6,275 | $3,065+104.7% | $2,921+114.8% | $2,506+150.4% |
| Participant deferral / active EE | $6,396 | $4,840+32.1% | $4,564+40.1% | $4,310+48.4% |
| Admin fee / account holder | $126 | $157-20.0% | $8,445-98.5% | $188-33.0% |