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 | $20,189 |
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 | $148,512 | $86,332+72.0% | $125,175+18.6% | $65,185+127.8% |
| Participation rate | 97.2% | 75.3%+21.9pp | 79.8%+17.4pp | 70.2%+27.0pp |
| Annual return | 20.56% | 27.43%-6.9pp | 43.79%-23.2pp | 29.38%-8.8pp |
| Employer contribution / active EE | $6,819 | $2,040+234.3% | $3,865+76.4% | $2,177+213.3% |
| Participant deferral / active EE | $3,876 | $3,537+9.6% | $4,937-21.5% | $3,514+10.3% |
| Admin fee / account holder | $86 | $609-85.9% | $9,702-99.1% | $847-89.9% |