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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $188,276 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $62,402 |
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 | $156,909 | $148,970+5.3% | $136,007+15.4% | $199,593-21.4% |
| Participation rate | 96.8% | 79.4%+17.5pp | 76.5%+20.4pp | 72.0%+24.9pp |
| Annual return | 14.60% | 27.07%-12.5pp | 579.32%-564.7pp | 34.25%-19.6pp |
| Employer contribution / active EE | $4,789 | $3,561+34.5% | $4,217+13.6% | $3,034+57.8% |
| Participant deferral / active EE | $9,821 | $6,140+59.9% | $7,025+39.8% | $5,087+93.1% |
| Admin fee / account holder | $87 | $144-39.3% | $6,858-98.7% | $269-67.5% |