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 10-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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,353 |
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 | $52,387 | $99,957-47.6% | $149,696-65.0% | $73,488-28.7% |
| Participation rate | 70.0% | 75.7%-5.7pp | 82.5%-12.5pp | 70.7%-0.7pp |
| Annual return | 17.58% | 53.87%-36.3pp | 276.60%-259.0pp | 28.51%-10.9pp |
| Employer contribution / active EE | $2,555 | $3,191-19.9% | $4,644-45.0% | $2,270+12.5% |
| Participant deferral / active EE | $7,929 | $6,073+30.6% | $6,842+15.9% | $3,740+112.0% |
| Admin fee / account holder | $33 | $551-94.0% | $9,309-99.6% | $513-93.6% |