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 7-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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $263,054 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $202,628 |
WEAVER AND TIDWELL, LLP7+ years Filed as: WEAVER & TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $28,715 |
Service code 99 | Other Fees | $0 |
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 | $139,737 | $110,299+26.7% | $102,423+36.4% | $199,593-30.0% |
| Participation rate | 91.4% | 86.3%+5.1pp | 76.5%+14.9pp | 72.0%+19.5pp |
| Annual return | 13.62% | 35.73%-22.1pp | 29.32%-15.7pp | 34.25%-20.6pp |
| Employer contribution / active EE | $4,290 | $3,603+19.1% | $3,023+41.9% | $3,034+41.4% |
| Participant deferral / active EE | $7,922 | $6,376+24.2% | $5,053+56.8% | $5,087+55.7% |
| Admin fee / account holder | $158 | $122+29.4% | $9,451-98.3% | $269-41.1% |