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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,656 |
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 | $57,818 | $66,813-13.5% | $100,516-42.5% | $73,488-21.3% |
| Participation rate | 82.4% | 77.5%+4.9pp | 79.4%+3.0pp | 70.7%+11.7pp |
| Annual return | 18.20% | 25.70%-7.5pp | 30.89%-12.7pp | 28.51%-10.3pp |
| Employer contribution / active EE | $2,605 | $2,147+21.4% | $3,418-23.8% | $2,270+14.8% |
| Participant deferral / active EE | $10,520 | $5,883+78.8% | $6,270+67.8% | $3,740+181.3% |
| Admin fee / account holder | $18 | $512-96.4% | $8,081-99.8% | $513-96.5% |