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 3-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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $3,288 |
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 | $47,360 | $100,923-53.1% | $150,045-68.4% | $74,304-36.3% |
| Participation rate | 86.4% | 70.1%+16.3pp | 82.3%+4.0pp | 60.3%+26.0pp |
| Annual return | 31.82% | 51.77%-19.9pp | 62.55%-30.7pp | 29.43%+2.4pp |
| Employer contribution / active EE | $2,778 | $3,463-19.8% | $4,693-40.8% | $2,241+23.9% |
| Participant deferral / active EE | $7,103 | $6,709+5.9% | $7,997-11.2% | $3,767+88.5% |
| Admin fee / account holder | $24 | $2,767-99.1% | $13,435-99.8% | $2,969-99.2% |