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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,726 |
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 | $199,682 | $95,388+109.3% | $125,339+59.3% | $77,904+156.3% |
| Participation rate | 98.5% | 78.6%+19.9pp | 82.4%+16.1pp | 73.7%+24.8pp |
| Annual return | -16.28% | 116.19%-132.5pp | 572.05%-588.3pp | 12.21%-28.5pp |
| Employer contribution / active EE | $0 | $3,666-100.0% | $4,814-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $14,653 | $7,711+90.0% | $7,446+96.8% | $4,806+204.9% |
| Admin fee / account holder | $2 | $119-98.5% | $10,010-100.0% | $133-98.7% |