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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $36,518 |
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 | $120,097 | $99,078+21.2% | $96,544+24.4% | $74,419+61.4% |
| Participation rate | 98.4% | 80.7%+17.7pp | 76.0%+22.5pp | 70.7%+27.7pp |
| Annual return | 20.69% | 22.48%-1.8pp | 25.84%-5.2pp | 34.38%-13.7pp |
| Employer contribution / active EE | $5,980 | $2,570+132.7% | $2,965+101.7% | $2,637+126.8% |
| Participant deferral / active EE | $9,044 | $4,933+83.3% | $4,851+86.4% | $4,528+99.7% |
| Admin fee / account holder | $99 | $225-55.9% | $8,252-98.8% | $348-71.5% |