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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,093 |
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 | $100,217 | $66,124+51.6% | $90,404+10.9% | $73,488+36.4% |
| Participation rate | 97.1% | 69.7%+27.4pp | 72.7%+24.4pp | 70.7%+26.4pp |
| Annual return | 14.67% | 17.65%-3.0pp | 1293.02%-1278.3pp | 28.51%-13.8pp |
| Employer contribution / active EE | $9,152 | $2,346+290.1% | $3,262+180.6% | $2,270+303.2% |
| Participant deferral / active EE | $6,793 | $3,039+123.5% | $3,963+71.4% | $3,740+81.7% |
| Admin fee / account holder | $63 | $396-84.2% | $5,611-98.9% | $513-87.8% |