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 4-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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $4,579 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,170 | $46,292-71.6% | $143,757-90.8% | $64,808-79.7% |
| Participation rate | 75.3% | 64.2%+11.1pp | 80.3%-5.0pp | 71.5%+3.8pp |
| Annual return | 226.75% | -10.05%+236.8pp | -0.04%+226.8pp | 32.82%+193.9pp |
| Employer contribution / active EE | $2,336 | $1,910+22.3% | $4,951-52.8% | $2,506-6.8% |
| Participant deferral / active EE | $5,036 | $2,646+90.4% | $5,637-10.7% | $4,310+16.8% |
| Admin fee / account holder | $21 | $154-86.5% | $14,673-99.9% | $188-88.9% |