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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $42,079 |
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 | $199,293 | $122,186+63.1% | $146,958+35.6% | $199,593-0.2% |
| Participation rate | 98.1% | 78.3%+19.8pp | 82.2%+16.0pp | 72.0%+26.1pp |
| Annual return | 13.99% | 30.56%-16.6pp | 418.34%-404.3pp | 34.25%-20.3pp |
| Employer contribution / active EE | $6,722 | $4,093+64.2% | $4,933+36.3% | $3,034+121.5% |
| Participant deferral / active EE | $11,481 | $8,502+35.0% | $8,070+42.3% | $5,087+125.7% |
| Admin fee / account holder | $19 | $179-89.6% | $12,998-99.9% | $269-93.1% |