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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $112,807 |
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 | $169,643 | $88,324+92.1% | $115,037+47.5% | $55,191+207.4% |
| Participation rate | 97.4% | 72.5%+24.9pp | 81.4%+16.1pp | 69.2%+28.3pp |
| Annual return | -0.28% | 6.30%-6.6pp | 26.14%-26.4pp | 10.78%-11.1pp |
| Employer contribution / active EE | $3,318 | $2,805+18.3% | $4,608-28.0% | $1,899+74.8% |
| Participant deferral / active EE | $7,047 | $5,042+39.7% | $6,026+16.9% | $3,046+131.3% |
| Admin fee / account holder | $74 | $105-29.5% | $8,175-99.1% | $91-18.1% |