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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,082 |
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 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 | $226,511 | $127,481+77.7% | $149,696+51.3% | $90,288+150.9% |
| Participation rate | 98.1% | 78.2%+19.9pp | 82.5%+15.6pp | 73.4%+24.8pp |
| Annual return | 11.53% | 57.78%-46.2pp | 276.60%-265.1pp | 53.97%-42.4pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $4,644-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $14,322 | $6,975+105.3% | $6,842+109.3% | $4,232+238.4% |
| Admin fee / account holder | $2 | $152-98.4% | $9,309-100.0% | $114-97.9% |