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 | $88,360-11.5% | $145,433-46.2% | $67,986+15.0% |
| Participation rate | 97.1% | 65.5%+31.6pp | 82.1%+15.0pp | 57.2%+39.9pp |
| Annual return | 50.75% | 63.15%-12.4pp | 66.58%-15.8pp | 31.67%+19.1pp |
| Employer contribution / active EE | $9,832 | $3,054+222.0% | $4,554+115.9% | $2,019+387.0% |
| Participant deferral / active EE | $16,866 | $5,932+184.3% | $7,897+113.6% | $3,358+402.2% |
| Admin fee / account holder | $6 | $3,313-99.8% | $13,129-100.0% | $3,203-99.8% |