See peer percentile detail. $4.99 for your first month.
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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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,295 |
Filed as: KESTRA ADVISORY SERVICES. Service code 27 · EIN 35-2552359 | Advisory (Plan) | $20,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,576 | $66,601+18.0% | $92,893-15.4% | $67,579+16.3% |
| Participation rate | 97.8% | 72.5%+25.3pp | 76.0%+21.8pp | 71.3%+26.5pp |
| Annual return | 21.15% | 92.58%-71.4pp | 109.41%-88.3pp | 378.56%-357.4pp |
| Employer contribution / active EE | $2,624 | $2,775-5.5% | $3,653-28.2% | $2,148+22.2% |
| Participant deferral / active EE | $6,966 | $3,157+120.7% | $4,236+64.4% | $3,539+96.8% |
| Admin fee / account holder | $122 | $199-38.5% | $5,794-97.9% | $142-14.0% |