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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,439 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $90,045 | $86,225+4.4% | $146,665-38.6% | $86,799+3.7% |
| Participation rate | 97.3% | 78.0%+19.3pp | 80.1%+17.2pp | 72.3%+25.0pp |
| Annual return | 10.95% | 31.23%-20.3pp | 22.74%-11.8pp | 97.91%-87.0pp |
| Employer contribution / active EE | $4,158 | $2,392+73.8% | $4,136+0.5% | $2,405+72.9% |
| Participant deferral / active EE | $5,402 | $4,245+27.3% | $5,506-1.9% | $4,131+30.8% |
| Admin fee / account holder | $3 | $195-98.6% | $10,280-100.0% | $170-98.4% |