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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $22,654 |
T ROWE PRICE RPS INC2+ years Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,693 | $39,819+122.7% | $67,834+30.8% | $57,658+53.8% |
| Participation rate | 72.9% | 61.2%+11.7pp | 68.8%+4.1pp | 70.2%+2.7pp |
| Annual return | 4.71% | 9.19%-4.5pp | 138.47%-133.8pp | 5.13%-0.4pp |
| Employer contribution / active EE | $1,503 | $1,277+17.7% | $2,403-37.5% | $1,974-23.8% |
| Participant deferral / active EE | $3,146 | $2,209+42.4% | $3,160-0.4% | $3,061+2.8% |
| Admin fee / account holder | $82 | $84-1.8% | $4,622-98.2% | $95-13.1% |