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 | $22,469 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,804 | $88,874+142.8% | $123,544+74.7% | $75,289+186.6% |
| Participation rate | 92.3% | 75.9%+16.4pp | 82.3%+10.0pp | 72.4%+19.9pp |
| Annual return | 11.33% | 4.22%+7.1pp | 119.20%-107.9pp | -0.04%+11.4pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $4,628-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $12,339 | $6,174+99.9% | $6,426+92.0% | $3,739+230.0% |
| Admin fee / account holder | $3 | $95-97.1% | $9,284-100.0% | $102-97.4% |