See peer percentile detail. $4.99 for your first month.
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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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,260 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $332,028 | $84,487+293.0% | $125,339+164.9% | $66,914+396.2% |
| Participation rate | 97.6% | 76.4%+21.2pp | 82.4%+15.2pp | 69.8%+27.8pp |
| Annual return | -15.60% | -8.39%-7.2pp | 572.05%-587.7pp | 1.58%-17.2pp |
| Employer contribution / active EE | $10,074 | $3,553+183.5% | $4,814+109.3% | $2,544+296.0% |
| Participant deferral / active EE | $12,153 | $6,781+79.2% | $7,446+63.2% | $4,237+186.8% |
| Admin fee / account holder | $7 | $685-99.0% | $10,010-99.9% | $593-98.9% |