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 | $112,094 |
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 | $123,202 | $88,874+38.6% | $123,544-0.3% | $75,289+63.6% |
| Participation rate | 97.6% | 75.9%+21.7pp | 82.3%+15.3pp | 72.4%+25.1pp |
| Annual return | -4.70% | 4.22%-8.9pp | 119.20%-123.9pp | -0.04%-4.7pp |
| Employer contribution / active EE | $2,709 | $3,256-16.8% | $4,628-41.5% | $2,405+12.7% |
| Participant deferral / active EE | $9,098 | $6,174+47.4% | $6,426+41.6% | $3,739+143.3% |
| Admin fee / account holder | $33 | $95-65.5% | $9,284-99.6% | $102-68.1% |