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 | $55,932-8.5% | $76,735-33.3% | $67,986-24.7% |
| Participation rate | 90.5% | 50.8%+39.7pp | 69.5%+21.0pp | 57.2%+33.3pp |
| Annual return | 15.40% | 23.10%-7.7pp | 29.77%-14.4pp | 31.67%-16.3pp |
| Employer contribution / active EE | $1,169 | $1,487-21.4% | $2,454-52.4% | $2,019-42.1% |
| Participant deferral / active EE | $6,109 | $2,558+138.8% | $4,088+49.4% | $3,358+81.9% |
| Admin fee / account holder | $207 | $4,907-95.8% | $7,189-97.1% | $3,203-93.5% |