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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,882 |
Employer contribution per participant 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 | $66,933 | $77,503-13.6% | $100,391-33.3% | $80,856-17.2% |
| Participation rate | 86.0% | 76.9%+9.1pp | 81.5%+4.6pp | 67.6%+18.4pp |
| Annual return | 17.98% | 37.20%-19.2pp | 49.20%-31.2pp | 35.59%-17.6pp |
| Employer contribution / active EE | $234 | $2,801-91.6% | $3,942-94.1% | $2,755-91.5% |
| Participant deferral / active EE | $12,358 | $6,820+81.2% | $8,082+52.9% | $4,296+187.7% |
| Admin fee / account holder | $21 | $5,897-99.6% | $7,899-99.7% | $6,918-99.7% |