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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,177 |
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 | $44,017 | $95,388-53.9% | $125,339-64.9% | $77,904-43.5% |
| Participation rate | 98.0% | 78.6%+19.4pp | 82.4%+15.7pp | 73.7%+24.4pp |
| Annual return | -13.05% | 116.19%-129.2pp | 572.05%-585.1pp | 12.21%-25.3pp |
| Employer contribution / active EE | $0 | $3,666-100.0% | $4,814-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $12,649 | $7,711+64.0% | $7,446+69.9% | $4,806+163.2% |
| Admin fee / account holder | $5 | $119-95.5% | $10,010-99.9% | $133-95.9% |