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 8-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.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $4,701,480 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,255,294 |
Filed as: QDRO CONSULTANTS CO LLC. Service code 16 · EIN 34-1820650 | Consulting | $23,950 |
CHARLES SCHWAB & CO., INC.2 years Service code 99 · EIN 94-1737782 | Other Fees | $13,685 |
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 | $154,182 | $121,719+26.7% | $154,803-0.4% | $140,769+9.5% |
| Participation rate | 98.6% | 76.3%+22.3pp | 78.1%+20.5pp | 74.2%+24.4pp |
| Annual return | 17.26% | 19.22%-2.0pp | 58.88%-41.6pp | 16.82%+0.4pp |
| Employer contribution / active EE | $861 | $2,466-65.1% | $4,305-80.0% | $3,906-78.0% |
| Participant deferral / active EE | $10,553 | $5,384+96.0% | $5,540+90.5% | $6,717+57.1% |
| Admin fee / account holder | $54 | $71-23.2% | $14,329-99.6% | $229-76.3% |