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 9-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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $433,220 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 16 · EIN 35-2552359 | Consulting | $120,000 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $30,121 |
APRIO LLP2 years Service code 99 · EIN 57-1157523 | Other Fees | $30,009 |
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 | $62,051 | $122,693-49.4% | $184,203-66.3% | $199,593-68.9% |
| Participation rate | 97.5% | 86.8%+10.7pp | 86.8%+10.7pp | 72.0%+25.5pp |
| Annual return | 16.17% | 143.91%-127.7pp | 28.81%-12.6pp | 34.25%-18.1pp |
| Employer contribution / active EE | $3,266 | $4,584-28.8% | $6,427-49.2% | $3,034+7.6% |
| Participant deferral / active EE | $7,810 | $7,990-2.2% | $9,131-14.5% | $5,087+53.5% |
| Admin fee / account holder | $126 | $121+4.2% | $13,901-99.1% | $269-53.3% |