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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,868 |
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 | $197,057 | $98,727+99.6% | $113,168+74.1% | $85,563+130.3% |
| Participation rate | 97.0% | 80.8%+16.2pp | 76.6%+20.5pp | 66.0%+31.1pp |
| Annual return | 14.60% | 17.43%-2.8pp | 24.27%-9.7pp | 31.51%-16.9pp |
| Employer contribution / active EE | $2,922 | $2,907+0.5% | $2,975-1.8% | $2,654+10.1% |
| Participant deferral / active EE | $8,123 | $5,424+49.8% | $5,107+59.1% | $4,375+85.7% |
| Admin fee / account holder | $51 | $357-85.8% | $12,068-99.6% | $834-93.9% |