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 4-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 |
|---|---|---|
Service code 27 · EIN 27-2233898 | Advisory (Plan) | $60,071 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,588 |
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 | $32,219 | $69,477-53.6% | $94,646-66.0% | $71,457-54.9% |
| Participation rate | 74.2% | 78.4%-4.3pp | 80.8%-6.6pp | 67.9%+6.3pp |
| Annual return | 46.49% | 29.66%+16.8pp | 156.71%-110.2pp | 28.85%+17.6pp |
| Employer contribution / active EE | $2,395 | $2,853-16.1% | $3,672-34.8% | $2,588-7.4% |
| Participant deferral / active EE | $14,601 | $7,345+98.8% | $7,418+96.8% | $4,289+240.4% |
| Admin fee / account holder | $138 | $1,210-88.6% | $7,231-98.1% | $1,587-91.3% |