See peer percentile detail. $4.99 for your first month.
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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 | $19,346 |
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 | $76,250 | $66,528+14.6% | $86,874-12.2% | $86,799-12.2% |
| Participation rate | 90.3% | 72.4%+18.0pp | 71.6%+18.7pp | 72.3%+18.1pp |
| Annual return | 14.44% | 19.56%-5.1pp | 63.52%-49.1pp | 97.91%-83.5pp |
| Employer contribution / active EE | $3,139 | $2,007+56.4% | $2,495+25.8% | $2,405+30.5% |
| Participant deferral / active EE | $2,590 | $3,240-20.0% | $3,699-30.0% | $4,131-37.3% |
| Admin fee / account holder | $55 | $148-62.7% | $5,828-99.1% | $170-67.4% |