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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $53,458 |
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 | $157,114 | $106,110+48.1% | $147,005+6.9% | $77,671+102.3% |
| Participation rate | 97.9% | 78.4%+19.5pp | 82.2%+15.7pp | 70.6%+27.3pp |
| Annual return | 24.00% | 56.77%-32.8pp | 418.76%-394.8pp | 31.21%-7.2pp |
| Employer contribution / active EE | $5,929 | $4,065+45.9% | $4,934+20.2% | $2,726+117.5% |
| Participant deferral / active EE | $10,574 | $7,992+32.3% | $8,070+31.0% | $4,648+127.5% |
| Admin fee / account holder | $47 | $338-86.2% | $13,006-99.6% | $430-89.2% |