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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,296 |
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 | $162,459 | $81,474+99.4% | $133,956+21.3% | $73,488+121.1% |
| Participation rate | 97.4% | 76.4%+21.1pp | 79.8%+17.6pp | 70.7%+26.7pp |
| Annual return | 15.65% | 19.40%-3.8pp | 45.09%-29.4pp | 28.51%-12.9pp |
| Employer contribution / active EE | $7,064 | $2,209+219.7% | $3,919+80.3% | $2,270+211.2% |
| Participant deferral / active EE | $3,437 | $3,786-9.2% | $5,048-31.9% | $3,740-8.1% |
| Admin fee / account holder | $122 | $713-82.8% | $8,927-98.6% | $513-76.2% |