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 | $49,036 |
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 | $72,207 | $106,028-31.9% | $146,958-50.9% | $77,643-7.0% |
| Participation rate | 98.0% | 78.4%+19.6pp | 82.2%+15.8pp | 70.6%+27.4pp |
| Annual return | 25.10% | 56.73%-31.6pp | 418.34%-393.2pp | 31.24%-6.1pp |
| Employer contribution / active EE | $1,286 | $4,063-68.3% | $4,933-73.9% | $2,726-52.8% |
| Participant deferral / active EE | $16,301 | $7,990+104.0% | $8,070+102.0% | $4,647+250.8% |
| Admin fee / account holder | $39 | $337-88.4% | $12,998-99.7% | $430-90.9% |