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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,859 |
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 | $49,232 | $104,475-52.9% | $159,436-69.1% | $79,386-38.0% |
| Participation rate | 96.3% | 76.6%+19.7pp | 82.8%+13.5pp | 70.7%+25.6pp |
| Annual return | 20.16% | 67.95%-47.8pp | 263.57%-243.4pp | 116.85%-96.7pp |
| Employer contribution / active EE | $4,678 | $3,417+36.9% | $4,829-3.1% | $2,427+92.7% |
| Participant deferral / active EE | $9,847 | $6,467+52.2% | $7,352+33.9% | $4,046+143.4% |
| Admin fee / account holder | $52 | $711-92.7% | $10,799-99.5% | $626-91.7% |