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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,345 |
Service code 13 ONE BAUSCH AND LOMB PLACE · ROCHESTER, NY 14604 | Contract Administrator | $2,160 |
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 | $49,640 | $80,968-38.7% | $96,544-48.6% | $75,163-34.0% |
| Participation rate | 98.9% | 71.8%+27.1pp | 76.0%+22.9pp | 67.2%+31.7pp |
| Annual return | 17.96% | 27.06%-9.1pp | 25.84%-7.9pp | 160.62%-142.7pp |
| Employer contribution / active EE | $2,288 | $2,282+0.3% | $2,965-22.8% | $2,670-14.3% |
| Participant deferral / active EE | $5,189 | $3,928+32.1% | $4,851+7.0% | $4,125+25.8% |
| Admin fee / account holder | $49 | $6,724-99.3% | $8,252-99.4% | $5,651-99.1% |