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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $50,258 |
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 | $117,151 | $85,135+37.6% | $98,907+18.4% | $73,409+59.6% |
| Participation rate | 96.4% | 81.1%+15.2pp | 76.0%+20.4pp | 72.2%+24.2pp |
| Annual return | 13.85% | 19.14%-5.3pp | 196.43%-182.6pp | 59.29%-45.4pp |
| Employer contribution / active EE | $6,051 | $2,721+122.4% | $2,689+125.0% | $2,234+170.9% |
| Participant deferral / active EE | $6,235 | $4,349+43.4% | $4,244+46.9% | $3,805+63.9% |
| Admin fee / account holder | $109 | $139-22.1% | $6,642-98.4% | $158-31.2% |