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 | $25,987 |
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 | $100,878 | $99,078+1.8% | $96,544+4.5% | $74,419+35.6% |
| Participation rate | 98.0% | 80.7%+17.3pp | 76.0%+22.0pp | 70.7%+27.3pp |
| Annual return | 19.39% | 22.48%-3.1pp | 25.84%-6.5pp | 34.38%-15.0pp |
| Employer contribution / active EE | $3,857 | $2,570+50.1% | $2,965+30.1% | $2,637+46.3% |
| Participant deferral / active EE | $5,153 | $4,933+4.5% | $4,851+6.2% | $4,528+13.8% |
| Admin fee / account holder | $75 | $225-66.6% | $8,252-99.1% | $348-78.5% |