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.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $34,199 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,695 |
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 | $119,027 | $74,188+60.4% | $115,756+2.8% | $64,808+83.7% |
| Participation rate | 95.5% | 76.2%+19.3pp | 77.1%+18.4pp | 71.5%+24.0pp |
| Annual return | -15.83% | -11.81%-4.0pp | 143.14%-159.0pp | 32.82%-48.6pp |
| Employer contribution / active EE | $4,253 | $3,365+26.4% | $3,793+12.1% | $2,506+69.7% |
| Participant deferral / active EE | $7,545 | $5,294+42.5% | $6,254+20.6% | $4,310+75.0% |
| Admin fee / account holder | $38 | $148-74.3% | $8,124-99.5% | $188-79.7% |