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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $62,287 |
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 | $125,129 | $84,784+47.6% | $98,439+27.1% | $74,419+68.1% |
| Participation rate | 96.6% | 81.5%+15.1pp | 75.2%+21.4pp | 70.7%+25.9pp |
| Annual return | 17.22% | 20.59%-3.4pp | 21.16%-3.9pp | 34.38%-17.2pp |
| Employer contribution / active EE | $6,120 | $3,364+81.9% | $3,048+100.8% | $2,637+132.1% |
| Participant deferral / active EE | $7,332 | $5,218+40.5% | $4,738+54.8% | $4,528+61.9% |
| Admin fee / account holder | $127 | $204-37.9% | $8,948-98.6% | $348-63.5% |