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 7-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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,908 |
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 | $157,031 | $89,553+75.3% | $81,367+93.0% | $52,331+200.1% |
| Participation rate | 95.8% | 82.2%+13.5pp | 82.3%+13.5pp | 68.1%+27.7pp |
| Annual return | -0.24% | 4.41%-4.7pp | -0.92%+0.7pp | 4.54%-4.8pp |
| Employer contribution / active EE | $3,225 | $3,780-14.7% | $3,930-17.9% | $1,882+71.4% |
| Participant deferral / active EE | $6,119 | $5,359+14.2% | $5,383+13.7% | $3,022+102.5% |
| Admin fee / account holder | $5 | $1,914-99.8% | $8,926-99.9% | $592-99.2% |