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 | $5,990 |
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 | $81,144 | $92,971-12.7% | $96,683-16.1% | $74,419+9.0% |
| Participation rate | 90.0% | 71.5%+18.5pp | 74.3%+15.7pp | 70.7%+19.3pp |
| Annual return | 19.54% | 37.49%-17.9pp | 35.69%-16.2pp | 34.38%-14.8pp |
| Employer contribution / active EE | $2,078 | $3,426-39.3% | $3,737-44.4% | $2,637-21.2% |
| Participant deferral / active EE | $4,186 | $3,970+5.4% | $4,878-14.2% | $4,528-7.5% |
| Admin fee / account holder | $9 | $633-98.6% | $6,730-99.9% | $348-97.4% |