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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,425 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,642 | $101,317+49.7% | $146,958+3.2% | $74,495+103.6% |
| Participation rate | 98.2% | 75.5%+22.7pp | 82.2%+16.1pp | 67.2%+31.0pp |
| Annual return | 13.34% | 8730.91%-8717.6pp | 418.34%-405.0pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $3,278 | $3,810-14.0% | $4,933-33.5% | $2,623+25.0% |
| Participant deferral / active EE | $8,417 | $7,303+15.3% | $8,070+4.3% | $4,346+93.7% |
| Admin fee / account holder | $10 | $1,739-99.4% | $12,998-99.9% | $1,942-99.5% |