See peer percentile detail. $4.99 for your first month.
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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 | $65,145 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $48,907 |
FIDUCIENT ADVISORS LLC2 years Service code 16 · EIN 36-4001764 | Consulting | $15,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $208,121 | $83,369+149.6% | $105,223+97.8% | $67,986+206.1% |
| Participation rate | 97.5% | 56.3%+41.2pp | 75.0%+22.5pp | 57.2%+40.3pp |
| Annual return | 12.64% | 24.64%-12.0pp | 180.65%-168.0pp | 31.67%-19.0pp |
| Employer contribution / active EE | $8,573 | $2,541+237.4% | $3,689+132.4% | $2,019+324.7% |
| Participant deferral / active EE | $13,295 | $3,295+303.5% | $5,072+162.1% | $3,358+295.9% |
| Admin fee / account holder | $304 | $4,073-92.5% | $8,859-96.6% | $3,203-90.5% |