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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $54,187 |
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 | $51,177 | $59,097-13.4% | $82,389-37.9% | $74,304-31.1% |
| Participation rate | 90.5% | 52.8%+37.7pp | 69.5%+20.9pp | 60.3%+30.1pp |
| Annual return | 15.40% | 22.85%-7.4pp | 28.67%-13.3pp | 29.43%-14.0pp |
| Employer contribution / active EE | $1,169 | $1,601-27.0% | $2,517-53.6% | $2,241-47.9% |
| Participant deferral / active EE | $6,109 | $2,775+120.1% | $4,155+47.0% | $3,767+62.1% |
| Admin fee / account holder | $207 | $4,489-95.4% | $7,231-97.1% | $2,969-93.0% |