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 4-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 Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $460,087 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $357,842 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 29 · EIN 26-0058143 | Legal | $41,939 |
LEE CPA AUDIT GROUP1 year Service code 29 · EIN 81-4637885 | Legal | $8,568 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $169,235 | $128,899+31.3% | $113,168+49.5% | $102,872+64.5% |
| Participation rate | 90.3% | 87.0%+3.3pp | 76.6%+13.7pp | 73.0%+17.3pp |
| Annual return | 11.01% | 15.88%-4.9pp | 24.27%-13.3pp | 19.06%-8.0pp |
| Employer contribution / active EE | $4,775 | $3,713+28.6% | $2,975+60.5% | $3,526+35.4% |
| Participant deferral / active EE | $8,104 | $6,787+19.4% | $5,107+58.7% | $5,535+46.4% |
| Admin fee / account holder | $117 | $129-9.4% | $12,068-99.0% | $292-59.9% |