Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $49,036 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,207 | $106,110-32.0% | $147,005-50.9% | $77,671-7.0% |
| Participation rate | 98.0% | 78.4%+19.6pp | 82.2%+15.8pp | 70.6%+27.4pp |
| Annual return | 25.10% | 56.77%-31.7pp | 418.76%-393.7pp | 31.21%-6.1pp |
| Employer contribution / active EE | $1,286 | $4,065-68.4% | $4,934-73.9% | $2,726-52.8% |
| Participant deferral / active EE | $16,301 | $7,992+104.0% | $8,070+102.0% | $4,648+250.7% |
| Admin fee / account holder | $39 | $338-88.4% | $13,006-99.7% | $430-90.9% |