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.1 year Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $20,611 |
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 | $135,570 | $76,670+76.8% | $96,683+40.2% | $71,457+89.7% |
| Participation rate | 88.3% | 66.6%+21.7pp | 74.3%+14.0pp | 67.9%+20.4pp |
| Annual return | 17.34% | 48.29%-31.0pp | 35.69%-18.4pp | 28.85%-11.5pp |
| Employer contribution / active EE | $1,353 | $3,031-55.4% | $3,737-63.8% | $2,588-47.7% |
| Participant deferral / active EE | $3,976 | $3,771+5.4% | $4,878-18.5% | $4,289-7.3% |
| Admin fee / account holder | $93 | $2,028-95.4% | $6,730-98.6% | $1,587-94.1% |