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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,143 |
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 | $138,907 | $80,724+72.1% | $103,333+34.4% | $74,495+86.5% |
| Participation rate | 87.1% | 65.7%+21.4pp | 74.5%+12.6pp | 67.2%+19.9pp |
| Annual return | 12.07% | 27.56%-15.5pp | 24.88%-12.8pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $1,002 | $3,157-68.3% | $3,868-74.1% | $2,623-61.8% |
| Participant deferral / active EE | $3,777 | $3,860-2.2% | $5,057-25.3% | $4,346-13.1% |
| Admin fee / account holder | $89 | $2,368-96.2% | $8,355-98.9% | $1,942-95.4% |