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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,423 |
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 | $81,301 | $41,078+97.9% | $80,569+0.9% | $71,457+13.8% |
| Participation rate | 89.5% | 50.2%+39.3pp | 67.0%+22.5pp | 67.9%+21.6pp |
| Annual return | 24.63% | 38.45%-13.8pp | 935.43%-910.8pp | 28.85%-4.2pp |
| Employer contribution / active EE | $5,585 | $1,506+270.9% | $2,723+105.1% | $2,588+115.8% |
| Participant deferral / active EE | $11,269 | $2,699+317.5% | $4,447+153.4% | $4,289+162.8% |
| Admin fee / account holder | $29 | $1,840-98.4% | $5,377-99.5% | $1,587-98.2% |