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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $49,554 |
Service code 27 24 E COTA STREET · SANTA BARBARA, CA 93101 | Advisory (Plan) | $35,000 |
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 | $67,248 | $78,781-14.6% | $100,516-33.1% | $73,409-8.4% |
| Participation rate | 79.9% | 80.0%-0.1pp | 79.4%+0.5pp | 72.2%+7.7pp |
| Annual return | 30.62% | 31.69%-1.1pp | 30.89%-0.3pp | 59.29%-28.7pp |
| Employer contribution / active EE | $4,808 | $2,420+98.7% | $3,418+40.7% | $2,234+115.2% |
| Participant deferral / active EE | $11,646 | $6,537+78.1% | $6,270+85.7% | $3,805+206.0% |
| Admin fee / account holder | $123 | $145-15.4% | $8,081-98.5% | $158-22.2% |