See peer percentile detail. $4.99 for your first month.
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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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,406 |
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 | $44,026 | $101,523-56.6% | $141,162-68.8% | $77,787-43.4% |
| Participation rate | 90.0% | 77.4%+12.6pp | 82.5%+7.5pp | 73.2%+16.8pp |
| Annual return | 49.38% | 56.22%-6.8pp | 71.39%-22.0pp | 32.57%+16.8pp |
| Employer contribution / active EE | $0 | $3,341-100.0% | $4,735-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $10,400 | $6,434+61.6% | $6,709+55.0% | $3,967+162.1% |
| Admin fee / account holder | $7 | $92-92.5% | $10,261-99.9% | $100-93.1% |