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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $85,248 |
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 | $186,221 | $80,005+132.8% | $140,016+33.0% | $55,725+234.2% |
| Participation rate | 94.4% | 87.0%+7.4pp | 87.5%+6.9pp | 70.9%+23.6pp |
| Annual return | -5.41% | 0.46%-5.9pp | 651.12%-656.5pp | 244.93%-250.3pp |
| Employer contribution / active EE | $0 | $3,403-100.0% | $5,606-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $12,060 | $5,264+129.1% | $6,927+74.1% | $3,356+259.4% |
| Admin fee / account holder | $87 | $116-25.2% | $10,705-99.2% | $115-24.9% |