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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,875 |
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 | $324,372 | $91,407+254.9% | $135,903+138.7% | $71,457+353.9% |
| Participation rate | 95.4% | 75.7%+19.8pp | 81.9%+13.5pp | 67.9%+27.5pp |
| Annual return | 18.37% | 29.90%-11.5pp | 68.23%-49.9pp | 28.85%-10.5pp |
| Employer contribution / active EE | $10,549 | $3,703+184.8% | $4,856+117.2% | $2,588+307.7% |
| Participant deferral / active EE | $11,056 | $7,092+55.9% | $7,758+42.5% | $4,289+157.8% |
| Admin fee / account holder | $7 | $1,266-99.4% | $10,762-99.9% | $1,587-99.6% |