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 | $27,800 |
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 | $135,634 | $82,093+65.2% | $379,746-64.3% | $73,409+84.8% |
| Participation rate | 98.4% | 76.8%+21.6pp | 78.4%+20.0pp | 72.2%+26.2pp |
| Annual return | 15.98% | 18.89%-2.9pp | 34.90%-18.9pp | 59.29%-43.3pp |
| Employer contribution / active EE | $4,861 | $2,847+70.8% | $3,540+37.3% | $2,234+117.6% |
| Participant deferral / active EE | $7,604 | $4,697+61.9% | $6,024+26.2% | $3,805+99.8% |
| Admin fee / account holder | $25 | $128-80.7% | $7,927-99.7% | $158-84.4% |