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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $4,706 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,673 | $59,186-38.0% | $76,768-52.2% | $56,287-34.8% |
| Participation rate | 95.8% | 75.2%+20.6pp | 77.0%+18.9pp | 69.9%+26.0pp |
| Annual return | -3.29% | 6.62%-9.9pp | 2.43%-5.7pp | -9.96%+6.7pp |
| Employer contribution / active EE | $2,500 | $1,759+42.2% | $2,485+0.6% | $2,111+18.4% |
| Participant deferral / active EE | $1,747 | $3,255-46.3% | $3,852-54.6% | $3,350-47.8% |
| Admin fee / account holder | $15 | $489-96.9% | $6,675-99.8% | $521-97.1% |