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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $98,746 |
AMERICAN FUNDS1 year Filed as: CAPITAL STRATEGIES INV GRP LLC Service code 27 · EIN 26-4789150 | Advisory (Plan) | $50,000 |
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 | $200,407 | $47,722+319.9% | $82,719+142.3% | $64,808+209.2% |
| Participation rate | 98.3% | 67.6%+30.6pp | 72.6%+25.7pp | 71.5%+26.8pp |
| Annual return | -17.41% | -13.05%-4.4pp | 701.18%-718.6pp | 32.82%-50.2pp |
| Employer contribution / active EE | $8,308 | $2,179+281.3% | $3,009+176.1% | $2,506+231.5% |
| Participant deferral / active EE | $27,483 | $3,329+725.5% | $4,395+525.3% | $4,310+537.6% |
| Admin fee / account holder | $128 | $143-10.4% | $5,329-97.6% | $188-31.8% |