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 | $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 | $86,944+139.4% | $107,525+93.6% | $74,304+180.1% |
| Participation rate | 97.5% | 59.6%+37.9pp | 75.1%+22.4pp | 60.3%+37.2pp |
| Annual return | 12.64% | 23.52%-10.9pp | 181.32%-168.7pp | 29.43%-16.8pp |
| Employer contribution / active EE | $8,573 | $2,757+211.0% | $3,754+128.4% | $2,241+282.5% |
| Participant deferral / active EE | $13,295 | $3,554+274.1% | $5,116+159.9% | $3,767+252.9% |
| Admin fee / account holder | $304 | $3,727-91.8% | $8,919-96.6% | $2,969-89.8% |