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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,941 |
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 | $50,609 | $127,481-60.3% | $149,696-66.2% | $90,288-43.9% |
| Participation rate | 91.9% | 78.2%+13.7pp | 82.5%+9.4pp | 73.4%+18.6pp |
| Annual return | 31.62% | 57.78%-26.2pp | 276.60%-245.0pp | 53.97%-22.3pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $4,644-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $11,228 | $6,975+61.0% | $6,842+64.1% | $4,232+165.3% |
| Admin fee / account holder | $7 | $152-95.1% | $9,309-99.9% | $114-93.5% |