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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,240 |
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 | $100,807 | $65,223+54.6% | $80,019+26.0% | $55,725+80.9% |
| Participation rate | 96.4% | 80.6%+15.8pp | 75.8%+20.5pp | 70.9%+25.5pp |
| Annual return | -4.45% | 7.59%-12.0pp | 11.22%-15.7pp | 244.93%-249.4pp |
| Employer contribution / active EE | $5,458 | $2,544+114.6% | $2,468+121.2% | $2,078+162.6% |
| Participant deferral / active EE | $5,965 | $3,881+53.7% | $3,686+61.8% | $3,356+77.8% |
| Admin fee / account holder | $24 | $114-79.1% | $6,521-99.6% | $115-79.3% |