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 6-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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,115 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,401 | $95,388-76.5% | $125,339-82.1% | $77,904-71.2% |
| Participation rate | 80.6% | 78.6%+2.0pp | 82.4%-1.8pp | 73.7%+6.9pp |
| Annual return | -9.74% | 116.19%-125.9pp | 572.05%-581.8pp | 12.21%-21.9pp |
| Employer contribution / active EE | $1,369 | $3,666-62.7% | $4,814-71.6% | $2,848-51.9% |
| Participant deferral / active EE | $9,658 | $7,711+25.2% | $7,446+29.7% | $4,806+101.0% |
| Admin fee / account holder | $7 | $119-93.9% | $10,010-99.9% | $133-94.6% |