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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,375 |
Service code 99 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $92,987 | $89,436+4.0% | $164,813-43.6% | $77,643+19.8% |
| Participation rate | 96.4% | 78.6%+17.8pp | 78.6%+17.8pp | 70.6%+25.9pp |
| Annual return | 11.79% | 28.83%-17.0pp | 69.93%-58.1pp | 31.24%-19.5pp |
| Employer contribution / active EE | $5,121 | $2,569+99.3% | $4,341+18.0% | $2,726+87.9% |
| Participant deferral / active EE | $5,809 | $4,897+18.6% | $6,031-3.7% | $4,647+25.0% |
| Admin fee / account holder | $5 | $339-98.5% | $12,690-100.0% | $430-98.8% |