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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,316 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $64,854 | $84,487-23.2% | $125,339-48.3% | $66,914-3.1% |
| Participation rate | 88.4% | 76.4%+12.0pp | 82.4%+6.0pp | 69.8%+18.6pp |
| Annual return | -14.79% | -8.39%-6.4pp | 572.05%-586.8pp | 1.58%-16.4pp |
| Employer contribution / active EE | $3,705 | $3,553+4.3% | $4,814-23.0% | $2,544+45.6% |
| Participant deferral / active EE | $8,112 | $6,781+19.6% | $7,446+8.9% | $4,237+91.5% |
| Admin fee / account holder | $46 | $685-93.3% | $10,010-99.5% | $593-92.3% |