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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $80,382 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,361 | $105,190-32.2% | $98,907-27.9% | $90,288-21.0% |
| Participation rate | 93.3% | 86.4%+6.9pp | 76.0%+17.3pp | 73.4%+19.9pp |
| Annual return | 12.79% | 18.52%-5.7pp | 196.43%-183.6pp | 53.97%-41.2pp |
| Employer contribution / active EE | $1,702 | $3,831-55.6% | $2,689-36.7% | $2,524-32.6% |
| Participant deferral / active EE | $4,153 | $5,616-26.0% | $4,244-2.1% | $4,232-1.9% |
| Admin fee / account holder | $39 | $97-60.3% | $6,642-99.4% | $114-66.1% |