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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $42,639 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,244 | $107,459-44.9% | $135,903-56.4% | $80,160-26.1% |
| Participation rate | 97.3% | 78.0%+19.2pp | 81.9%+15.4pp | 72.9%+24.4pp |
| Annual return | 29.56% | 91.91%-62.4pp | 68.23%-38.7pp | 40.38%-10.8pp |
| Employer contribution / active EE | $5 | $3,877-99.9% | $4,856-99.9% | $2,978-99.8% |
| Participant deferral / active EE | $13,921 | $8,195+69.9% | $7,758+79.4% | $5,017+177.5% |
| Admin fee / account holder | $14 | $127-88.8% | $10,762-99.9% | $145-90.2% |