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 | $2,484 |
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 | $59,300 | $102,553-42.2% | $151,611-60.9% | $66,914-11.4% |
| Participation rate | 87.5% | 85.5%+2.0pp | 87.5%0pp | 69.8%+17.7pp |
| Annual return | -16.91% | -10.82%-6.1pp | 3.33%-20.2pp | 1.58%-18.5pp |
| Employer contribution / active EE | $2,890 | $4,180-30.9% | $6,166-53.1% | $2,544+13.6% |
| Participant deferral / active EE | $13,369 | $6,641+101.3% | $8,363+59.9% | $4,237+215.5% |
| Admin fee / account holder | $11 | $630-98.3% | $11,616-99.9% | $593-98.2% |