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 5-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 | $1,505 |
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 | $65,281 | $130,194-49.9% | $169,993-61.6% | $71,457-8.6% |
| Participation rate | 98.2% | 86.1%+12.1pp | 87.0%+11.2pp | 67.9%+30.3pp |
| Annual return | 0.00% | 20.37%-20.4pp | 53.37%-53.4pp | 28.85%-28.8pp |
| Employer contribution / active EE | $7,438 | $4,381+69.8% | $6,785+9.6% | $2,588+187.5% |
| Participant deferral / active EE | $16,536 | $6,923+138.9% | $10,408+58.9% | $4,289+285.6% |
| Admin fee / account holder | $8 | $966-99.2% | $12,815-99.9% | $1,587-99.5% |