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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,225 |
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 | $38,414 | $95,274-59.7% | $135,903-71.7% | $74,419-48.4% |
| Participation rate | 96.8% | 78.2%+18.7pp | 81.9%+14.9pp | 70.7%+26.1pp |
| Annual return | 31.78% | 32.77%-1.0pp | 68.23%-36.5pp | 34.38%-2.6pp |
| Employer contribution / active EE | $4,557 | $3,874+17.6% | $4,856-6.2% | $2,637+72.8% |
| Participant deferral / active EE | $14,098 | $7,782+81.2% | $7,758+81.7% | $4,528+211.3% |
| Admin fee / account holder | $11 | $266-96.0% | $10,762-99.9% | $348-96.9% |