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 | $22,305 |
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 | $202,682 | $96,458+110.1% | $136,294+48.7% | $77,958+160.0% |
| Participation rate | 98.2% | 75.4%+22.8pp | 81.9%+16.3pp | 71.6%+26.6pp |
| Annual return | 17.74% | 23.78%-6.0pp | 5155.94%-5138.2pp | 20.87%-3.1pp |
| Employer contribution / active EE | $0 | $3,144-100.0% | $4,695-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $11,405 | $5,902+93.2% | $6,247+82.6% | $3,537+222.5% |
| Admin fee / account holder | $3 | $80-96.6% | $9,243-100.0% | $97-97.2% |