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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $33,530 |
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 | $151,406 | $128,899+17.5% | $113,168+33.8% | $102,872+47.2% |
| Participation rate | 98.4% | 87.0%+11.4pp | 76.6%+21.8pp | 73.0%+25.4pp |
| Annual return | 16.64% | 15.88%+0.8pp | 24.27%-7.6pp | 19.06%-2.4pp |
| Employer contribution / active EE | $8,875 | $3,713+139.0% | $2,975+198.3% | $3,526+151.7% |
| Participant deferral / active EE | $6,786 | $6,7870% | $5,107+32.9% | $5,535+22.6% |
| Admin fee / account holder | $5 | $129-96.2% | $12,068-100.0% | $292-98.3% |