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.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $30,634 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,871 |
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 | $145,877 | $89,904+62.3% | $453,369-67.8% | $86,799+68.1% |
| Participation rate | 96.4% | 75.7%+20.7pp | 78.0%+18.4pp | 72.3%+24.1pp |
| Annual return | 15.29% | 19.72%-4.4pp | 64.40%-49.1pp | 97.91%-82.6pp |
| Employer contribution / active EE | $4,782 | $3,279+45.8% | $4,070+17.5% | $2,405+98.8% |
| Participant deferral / active EE | $7,491 | $5,114+46.5% | $6,209+20.7% | $4,131+81.3% |
| Admin fee / account holder | $34 | $156-78.3% | $11,209-99.7% | $170-80.1% |