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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,281 |
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 | $47,144 | $98,982-52.4% | $162,163-70.9% | $65,185-27.7% |
| Participation rate | 77.4% | 85.8%-8.4pp | 87.6%-10.1pp | 70.2%+7.2pp |
| Annual return | 30.27% | 24.84%+5.4pp | 115.59%-85.3pp | 29.38%+0.9pp |
| Employer contribution / active EE | $2,360 | $3,467-31.9% | $5,614-58.0% | $2,177+8.4% |
| Participant deferral / active EE | $10,005 | $5,384+85.8% | $7,298+37.1% | $3,514+184.7% |
| Admin fee / account holder | $14 | $596-97.6% | $10,843-99.9% | $847-98.3% |