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 5-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 | $32,500 |
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 | $119,761 | $65,435+83.0% | $86,677+38.2% | $66,914+79.0% |
| Participation rate | 97.5% | 75.5%+22.0pp | 76.6%+20.9pp | 69.8%+27.7pp |
| Annual return | -16.01% | -10.89%-5.1pp | 35.91%-51.9pp | 1.58%-17.6pp |
| Employer contribution / active EE | $5,471 | $2,153+154.1% | $2,836+92.9% | $2,544+115.0% |
| Participant deferral / active EE | $8,687 | $4,100+111.9% | $4,656+86.6% | $4,237+105.0% |
| Admin fee / account holder | $104 | $642-83.8% | $7,493-98.6% | $593-82.5% |