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 | $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 | $87,432 | $69,159+26.4% | $125,175-30.2% | $67,579+29.4% |
| Participation rate | 96.6% | 78.2%+18.4pp | 79.8%+16.8pp | 71.3%+25.3pp |
| Annual return | 20.56% | 27.12%-6.6pp | 43.79%-23.2pp | 378.56%-358.0pp |
| Employer contribution / active EE | $4,959 | $2,023+145.1% | $3,865+28.3% | $2,148+130.9% |
| Participant deferral / active EE | $4,559 | $3,700+23.2% | $4,937-7.6% | $3,539+28.8% |
| Admin fee / account holder | $4 | $142-97.4% | $9,702-100.0% | $142-97.4% |