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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,180 |
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 | $156,075 | $113,016+38.1% | $103,476+50.8% | $74,495+109.5% |
| Participation rate | 92.9% | 80.8%+12.1pp | 80.5%+12.3pp | 67.2%+25.7pp |
| Annual return | 14.94% | 23.24%-8.3pp | 23.90%-9.0pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $10,572 | $4,881+116.6% | $4,672+126.3% | $2,623+303.0% |
| Participant deferral / active EE | $11,187 | $7,279+53.7% | $6,623+68.9% | $4,346+157.4% |
| Admin fee / account holder | $65 | $1,709-96.2% | $9,413-99.3% | $1,942-96.7% |