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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,959 |
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 | $68,659 | $91,407-24.9% | $135,903-49.5% | $71,457-3.9% |
| Participation rate | 90.3% | 75.7%+14.6pp | 81.9%+8.4pp | 67.9%+22.4pp |
| Annual return | 22.81% | 29.90%-7.1pp | 68.23%-45.4pp | 28.85%-6.0pp |
| Employer contribution / active EE | $4,135 | $3,703+11.6% | $4,856-14.9% | $2,588+59.8% |
| Participant deferral / active EE | $8,624 | $7,092+21.6% | $7,758+11.2% | $4,289+101.1% |
| Admin fee / account holder | $34 | $1,266-97.3% | $10,762-99.7% | $1,587-97.9% |