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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,625 |
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 | $77,042 | $62,267+23.7% | $110,238-30.1% | $55,725+38.3% |
| Participation rate | 95.7% | 78.1%+17.6pp | 79.8%+15.9pp | 70.9%+24.9pp |
| Annual return | -5.67% | -1.07%-4.6pp | 314.74%-320.4pp | 244.93%-250.6pp |
| Employer contribution / active EE | $4,648 | $1,941+139.4% | $3,826+21.5% | $2,078+123.6% |
| Participant deferral / active EE | $4,053 | $3,516+15.3% | $4,672-13.3% | $3,356+20.8% |
| Admin fee / account holder | $4 | $121-96.7% | $8,547-100.0% | $115-96.5% |