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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $241,041 |
Filed as: KESTRA ADVISORY SVCS LLC Service code 16 · EIN 47-1566880 | Consulting | $150,000 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $34,652 |
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 | $51,381 | $118,337-56.6% | $189,513-72.9% | $93,030-44.8% |
| Participation rate | 97.6% | 89.1%+8.6pp | 87.8%+9.8pp | 73.9%+23.7pp |
| Annual return | 17.93% | 21.77%-3.8pp | 555.15%-537.2pp | 158.70%-140.8pp |
| Employer contribution / active EE | $2,813 | $4,204-33.1% | $6,162-54.3% | $2,706+4.0% |
| Participant deferral / active EE | $6,381 | $7,123-10.4% | $8,221-22.4% | $4,562+39.9% |
| Admin fee / account holder | $115 | $100+15.8% | $12,045-99.0% | $152-23.9% |