See peer percentile detail. $4.99 for your first month.
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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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $184,813 |
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 | $156,761 | $131,153+19.5% | $101,326+54.7% | $102,872+52.4% |
| Participation rate | 99.0% | 80.8%+18.3pp | 81.5%+17.5pp | 73.0%+26.0pp |
| Annual return | 21.56% | 23.05%-1.5pp | 36.82%-15.3pp | 19.06%+2.5pp |
| Employer contribution / active EE | $6,325 | $3,900+62.2% | $3,665+72.6% | $3,526+79.4% |
| Participant deferral / active EE | $28,411 | $10,801+163.0% | $7,994+255.4% | $5,535+413.3% |
| Admin fee / account holder | $43 | $140-68.8% | $11,185-99.6% | $292-85.1% |