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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,317 |
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 | $112,118 | $64,119+74.9% | $112,228-0.1% | $66,914+67.6% |
| Participation rate | 90.9% | 68.5%+22.4pp | 75.1%+15.8pp | 69.8%+21.1pp |
| Annual return | -15.80% | -13.81%-2.0pp | 27.45%-43.3pp | 1.58%-17.4pp |
| Employer contribution / active EE | $1,225 | $3,005-59.2% | $3,635-66.3% | $2,544-51.8% |
| Participant deferral / active EE | $3,812 | $3,693+3.2% | $4,728-19.4% | $4,237-10.0% |
| Admin fee / account holder | $94 | $625-85.0% | $6,410-98.5% | $593-84.2% |