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 | $10,927 |
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 | $97,006 | $74,024+31.0% | $77,999+24.4% | $57,658+68.2% |
| Participation rate | 96.3% | 79.7%+16.6pp | 75.5%+20.8pp | 70.2%+26.1pp |
| Annual return | 9.86% | 12.14%-2.3pp | 425.96%-416.1pp | 5.13%+4.7pp |
| Employer contribution / active EE | $5,633 | $2,365+138.2% | $2,470+128.1% | $1,974+185.4% |
| Participant deferral / active EE | $5,481 | $3,533+55.1% | $3,497+56.7% | $3,061+79.1% |
| Admin fee / account holder | $23 | $93-74.9% | $5,480-99.6% | $95-75.2% |