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 | $66,530 |
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 | $64,800 | $96,403-32.8% | $93,606-30.8% | $77,787-16.7% |
| Participation rate | 93.3% | 87.6%+5.6pp | 75.8%+17.4pp | 73.2%+20.0pp |
| Annual return | 25.74% | 39.36%-13.6pp | 32.76%-7.0pp | 32.57%-6.8pp |
| Employer contribution / active EE | $2,030 | $3,616-43.8% | $2,718-25.3% | $2,504-18.9% |
| Participant deferral / active EE | $3,890 | $5,341-27.2% | $4,069-4.4% | $3,967-2.0% |
| Admin fee / account holder | $29 | $90-67.8% | $7,888-99.6% | $100-71.2% |