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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,313 |
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 | $34,735 | $49,451-29.8% | $79,550-56.3% | $66,914-48.1% |
| Participation rate | 95.4% | 61.3%+34.1pp | 69.5%+25.9pp | 69.8%+25.6pp |
| Annual return | -16.44% | 84.25%-100.7pp | 0.16%-16.6pp | 1.58%-18.0pp |
| Employer contribution / active EE | $1,722 | $1,266+36.1% | $2,413-28.6% | $2,544-32.3% |
| Participant deferral / active EE | $4,561 | $3,159+44.4% | $3,985+14.5% | $4,237+7.7% |
| Admin fee / account holder | $128 | $595-78.5% | $6,832-98.1% | $593-78.4% |