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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $114,989 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $32,826 |
Filed as: SILICON VALLEY ACCOUNTANCY CORP. Service code 10 · EIN 77-0573994 | Accounting | $21,425 |
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 | $138,931 | $104,317+33.2% | $159,436-12.9% | $86,799+60.1% |
| Participation rate | 98.7% | 77.7%+21.0pp | 82.8%+15.9pp | 72.3%+26.4pp |
| Annual return | 20.61% | 26.32%-5.7pp | 263.57%-243.0pp | 97.91%-77.3pp |
| Employer contribution / active EE | $6,372 | $3,451+84.7% | $4,829+31.9% | $2,405+164.9% |
| Participant deferral / active EE | $21,004 | $6,837+207.2% | $7,352+185.7% | $4,131+408.4% |
| Admin fee / account holder | $205 | $172+19.3% | $10,799-98.1% | $170+21.2% |