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 3-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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,698 |
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 | $78,215 | $100,923-22.5% | $150,045-47.9% | $74,304+5.3% |
| Participation rate | 97.1% | 70.1%+27.0pp | 82.3%+14.8pp | 60.3%+36.7pp |
| Annual return | 50.75% | 51.77%-1.0pp | 62.55%-11.8pp | 29.43%+21.3pp |
| Employer contribution / active EE | $9,832 | $3,463+183.9% | $4,693+109.5% | $2,241+338.7% |
| Participant deferral / active EE | $16,866 | $6,709+151.4% | $7,997+110.9% | $3,767+347.7% |
| Admin fee / account holder | $6 | $2,767-99.8% | $13,435-100.0% | $2,969-99.8% |