Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 7-year trajectory for $4.99 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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,431 |
CAMBRIDGE INVESTMENT RESEARCH7+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH. Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $25,905 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,413 | $45,031+20.8% | $85,009-36.0% | $77,671-29.9% |
| Participation rate | 85.9% | 48.7%+37.2pp | 67.5%+18.4pp | 70.6%+15.3pp |
| Annual return | 14.86% | 79.22%-64.4pp | 66.47%-51.6pp | 31.21%-16.4pp |
| Employer contribution / active EE | $1,335 | $1,609-17.0% | $2,728-51.1% | $2,726-51.0% |
| Participant deferral / active EE | $4,179 | $2,807+48.9% | $4,522-7.6% | $4,648-10.1% |
| Admin fee / account holder | $186 | $912-79.6% | $6,153-97.0% | $430-56.9% |