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 Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $121,147 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISORS INC Service code 26 · EIN 23-2811930 | Advisory (Participants) | $64,987 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,038 | $76,173+69.4% | $81,382+58.6% | $199,593-35.3% |
| Participation rate | 82.9% | 76.3%+6.7pp | 69.5%+13.4pp | 72.0%+10.9pp |
| Annual return | 9.90% | 15.59%-5.7pp | 24.73%-14.8pp | 34.25%-24.4pp |
| Employer contribution / active EE | $3,936 | $2,792+41.0% | $2,463+59.8% | $3,034+29.7% |
| Participant deferral / active EE | $2,980 | $4,201-29.1% | $3,883-23.3% | $5,087-41.4% |
| Admin fee / account holder | $110 | $146-24.7% | $5,768-98.1% | $269-59.1% |