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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,205 |
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 | $48,357 | $73,638-34.3% | $95,952-49.6% | $73,488-34.2% |
| Participation rate | 91.0% | 76.2%+14.8pp | 77.1%+13.9pp | 70.7%+20.3pp |
| Annual return | 14.80% | 16.78%-2.0pp | 91.61%-76.8pp | 28.51%-13.7pp |
| Employer contribution / active EE | $2,581 | $1,863+38.5% | $2,541+1.6% | $2,270+13.7% |
| Participant deferral / active EE | $2,143 | $3,617-40.7% | $4,167-48.6% | $3,740-42.7% |
| Admin fee / account holder | $13 | $482-97.4% | $6,795-99.8% | $513-97.5% |