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 7-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 | $219,988 |
S L REED & COMPANY1 year Service code 16 · EIN 95-4569995 | Consulting | $101,488 |
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 | $74,127 | $102,389-27.6% | $100,516-26.3% | $90,288-17.9% |
| Participation rate | 97.9% | 84.0%+13.9pp | 79.4%+18.5pp | 73.4%+24.6pp |
| Annual return | 17.07% | 22.50%-5.4pp | 30.89%-13.8pp | 53.97%-36.9pp |
| Employer contribution / active EE | $2,227 | $3,056-27.1% | $3,418-34.8% | $2,524-11.8% |
| Participant deferral / active EE | $8,277 | $7,514+10.1% | $6,270+32.0% | $4,232+95.6% |
| Admin fee / account holder | $189 | $83+127.6% | $8,081-97.7% | $114+66.1% |