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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,357 |
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 | $111,358 | $74,347+49.8% | $93,606+19.0% | $67,579+64.8% |
| Participation rate | 96.2% | 80.6%+15.6pp | 75.8%+20.4pp | 71.3%+24.9pp |
| Annual return | 21.10% | 28.07%-7.0pp | 32.76%-11.7pp | 378.56%-357.5pp |
| Employer contribution / active EE | $6,153 | $2,583+138.2% | $2,718+126.4% | $2,148+186.5% |
| Participant deferral / active EE | $6,371 | $4,060+56.9% | $4,069+56.6% | $3,539+80.0% |
| Admin fee / account holder | $31 | $123-74.6% | $7,888-99.6% | $142-78.1% |