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 | $2,680 |
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 | $45,774 | $65,061-29.6% | $143,757-68.2% | $66,914-31.6% |
| Participation rate | 70.0% | 65.2%+4.8pp | 80.3%-10.3pp | 69.8%+0.2pp |
| Annual return | -17.72% | -11.14%-6.6pp | -0.04%-17.7pp | 1.58%-19.3pp |
| Employer contribution / active EE | $2,077 | $2,361-12.0% | $4,951-58.1% | $2,544-18.4% |
| Participant deferral / active EE | $3,678 | $2,919+26.0% | $5,637-34.8% | $4,237-13.2% |
| Admin fee / account holder | $15 | $502-97.0% | $14,673-99.9% | $593-97.5% |