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 9-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 | $3,526 |
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 | $48,430 | $60,323-19.7% | $81,812-40.8% | $74,495-35.0% |
| Participation rate | 96.9% | 62.9%+34.0pp | 72.3%+24.5pp | 67.2%+29.7pp |
| Annual return | 24.76% | 16.90%+7.9pp | 773.79%-749.0pp | 1364.94%-1340.2pp |
| Employer contribution / active EE | $2,632 | $2,620+0.5% | $2,912-9.6% | $2,623+0.4% |
| Participant deferral / active EE | $4,456 | $3,387+31.5% | $4,319+3.2% | $4,346+2.5% |
| Admin fee / account holder | $15 | $1,486-99.0% | $7,386-99.8% | $1,942-99.2% |