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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $41,703 |
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 | $36,574 | $82,202-55.5% | $125,339-70.8% | $64,808-43.6% |
| Participation rate | 84.5% | 77.9%+6.6pp | 82.4%+2.1pp | 71.5%+13.0pp |
| Annual return | -9.19% | 3.48%-12.7pp | 572.05%-581.2pp | 32.82%-42.0pp |
| Employer contribution / active EE | $3,109 | $3,615-14.0% | $4,814-35.4% | $2,506+24.1% |
| Participant deferral / active EE | $10,103 | $7,175+40.8% | $7,446+35.7% | $4,310+134.4% |
| Admin fee / account holder | $69 | $163-57.8% | $10,010-99.3% | $188-63.3% |