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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $46,271 |
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 | $173,111 | $89,436+93.6% | $164,813+5.0% | $77,643+123.0% |
| Participation rate | 98.5% | 78.6%+19.8pp | 78.6%+19.9pp | 70.6%+27.9pp |
| Annual return | 14.18% | 28.83%-14.6pp | 69.93%-55.7pp | 31.24%-17.1pp |
| Employer contribution / active EE | $7,486 | $2,569+191.4% | $4,341+72.5% | $2,726+174.6% |
| Participant deferral / active EE | $4,721 | $4,897-3.6% | $6,031-21.7% | $4,647+1.6% |
| Admin fee / account holder | $134 | $339-60.5% | $12,690-98.9% | $430-68.8% |