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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $70,596 |
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 | $147,636 | $58,347+153.0% | $85,682+72.3% | $86,799+70.1% |
| Participation rate | 96.3% | 64.9%+31.4pp | 69.9%+26.5pp | 72.3%+24.1pp |
| Annual return | 11.85% | 18.43%-6.6pp | 21.49%-9.6pp | 97.91%-86.1pp |
| Employer contribution / active EE | $4,134 | $1,751+136.1% | $2,618+57.9% | $2,405+71.8% |
| Participant deferral / active EE | $7,454 | $3,065+143.2% | $3,923+90.0% | $4,131+80.5% |
| Admin fee / account holder | $92 | $147-37.9% | $6,873-98.7% | $170-46.0% |