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 | $87,050 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,803 | $74,024-31.4% | $77,999-34.9% | $57,658-11.9% |
| Participation rate | 88.8% | 79.7%+9.0pp | 75.5%+13.3pp | 70.2%+18.6pp |
| Annual return | 56.62% | 12.14%+44.5pp | 425.96%-369.3pp | 5.13%+51.5pp |
| Employer contribution / active EE | $1,977 | $2,365-16.4% | $2,470-20.0% | $1,974+0.2% |
| Participant deferral / active EE | $4,226 | $3,533+19.6% | $3,497+20.8% | $3,061+38.1% |
| Admin fee / account holder | $89 | $93-4.9% | $5,480-98.4% | $95-6.2% |