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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $653,397 |
QC CONSULTING GROUP, LLC1 year Service code 99 · EIN 81-1599008 | Other Fees | $9,385 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $54,022 | $159,391-66.1% | $102,423-47.3% | $99,062-45.5% |
| Participation rate | 91.9% | 88.6%+3.3pp | 76.5%+15.4pp | 71.6%+20.2pp |
| Annual return | 13.51% | 19.03%-5.5pp | 29.32%-15.8pp | 17.66%-4.1pp |
| Employer contribution / active EE | $2,018 | $4,207-52.0% | $3,023-33.3% | $3,262-38.1% |
| Participant deferral / active EE | $4,107 | $7,498-45.2% | $5,053-18.7% | $5,331-23.0% |
| Admin fee / account holder | $96 | $159-39.8% | $9,451-99.0% | $109-12.2% |