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 | $1,700 |
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 | $65,019 | $61,660+5.4% | $80,019-18.7% | $64,186+1.3% |
| Participation rate | 89.7% | 71.7%+18.1pp | 75.8%+13.9pp | 69.6%+20.2pp |
| Annual return | -2.01% | -0.33%-1.7pp | 11.22%-13.2pp | 7.63%-9.6pp |
| Employer contribution / active EE | $587 | $1,810-67.6% | $2,468-76.2% | $2,381-75.4% |
| Participant deferral / active EE | $3,088 | $2,968+4.1% | $3,686-16.2% | $3,470-11.0% |
| Admin fee / account holder | $5 | $5,417-99.9% | $6,521-99.9% | $4,888-99.9% |