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 6-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 | $8,483 |
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 | $37,787 | $64,612-41.5% | $86,436-56.3% | $64,808-41.7% |
| Participation rate | 80.8% | 81.5%-0.7pp | 80.3%+0.5pp | 71.5%+9.3pp |
| Annual return | -1.31% | 0.66%-2.0pp | 4394.89%-4396.2pp | 32.82%-34.1pp |
| Employer contribution / active EE | $3,930 | $2,744+43.2% | $3,769+4.3% | $2,506+56.9% |
| Participant deferral / active EE | $12,388 | $7,497+65.2% | $6,952+78.2% | $4,310+187.4% |
| Admin fee / account holder | $20 | $169-88.5% | $6,731-99.7% | $188-89.6% |