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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,835 |
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 | $34,667 | $75,388-54.0% | $123,544-71.9% | $55,725-37.8% |
| Participation rate | 89.3% | 75.7%+13.6pp | 82.3%+7.0pp | 70.9%+18.4pp |
| Annual return | -1.80% | 4.48%-6.3pp | 119.20%-121.0pp | 244.93%-246.7pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $11,151 | $5,651+97.3% | $6,426+73.5% | $3,356+232.3% |
| Admin fee / account holder | $11 | $120-90.8% | $9,284-99.9% | $115-90.4% |