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 8-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 | $176,341 |
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 | $77,504 | $148,970-48.0% | $136,007-43.0% | $199,593-61.2% |
| Participation rate | 97.8% | 79.4%+18.4pp | 76.5%+21.3pp | 72.0%+25.8pp |
| Annual return | 14.48% | 27.07%-12.6pp | 579.32%-564.8pp | 34.25%-19.8pp |
| Employer contribution / active EE | $3,930 | $3,561+10.4% | $4,217-6.8% | $3,034+29.5% |
| Participant deferral / active EE | $7,361 | $6,140+19.9% | $7,025+4.8% | $5,087+44.7% |
| Admin fee / account holder | $44 | $144-69.1% | $6,858-99.4% | $269-83.5% |