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 9-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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,400 |
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 | $121,298 | $79,013+53.5% | $100,391+20.8% | $74,495+62.8% |
| Participation rate | 99.4% | 79.5%+19.9pp | 81.5%+17.9pp | 67.2%+32.2pp |
| Annual return | 16.33% | 20.41%-4.1pp | 49.20%-32.9pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $7,696 | $3,021+154.7% | $3,942+95.2% | $2,623+193.4% |
| Participant deferral / active EE | $16,231 | $7,760+109.2% | $8,082+100.8% | $4,346+273.5% |
| Admin fee / account holder | $13 | $1,320-99.0% | $7,899-99.8% | $1,942-99.3% |