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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $51,660 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,687 | $91,372+67.1% | $129,995+17.5% | $74,419+105.2% |
| Participation rate | 95.8% | 77.8%+18.1pp | 78.5%+17.4pp | 70.7%+25.1pp |
| Annual return | 22.84% | 23.21%-0.4pp | -137.18%+160.0pp | 34.38%-11.5pp |
| Employer contribution / active EE | $7,115 | $2,563+177.6% | $4,320+64.7% | $2,637+169.8% |
| Participant deferral / active EE | $4,153 | $4,721-12.0% | $5,820-28.6% | $4,528-8.3% |
| Admin fee / account holder | $153 | $283-46.0% | $10,614-98.6% | $348-56.0% |