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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,268 |
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 | $176,512 | $80,753+118.6% | $136,294+29.5% | $62,292+183.4% |
| Participation rate | 83.4% | 73.5%+9.9pp | 81.9%+1.5pp | 69.5%+13.9pp |
| Annual return | 18.14% | 35.83%-17.7pp | 5155.94%-5137.8pp | 28.90%-10.8pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $15,334 | $5,164+196.9% | $6,247+145.5% | $3,169+383.9% |
| Admin fee / account holder | $95 | $525-81.9% | $9,243-99.0% | $479-80.1% |