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 | $6,139 |
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 | $50,454 | $81,248-37.9% | $155,509-67.6% | $80,856-37.6% |
| Participation rate | 87.0% | 66.2%+20.7pp | 78.2%+8.8pp | 67.6%+19.3pp |
| Annual return | 17.25% | 33.31%-16.1pp | 64.67%-47.4pp | 35.59%-18.3pp |
| Employer contribution / active EE | $2,894 | $3,100-6.7% | $4,672-38.1% | $2,755+5.0% |
| Participant deferral / active EE | $5,592 | $3,452+62.0% | $5,626-0.6% | $4,296+30.2% |
| Admin fee / account holder | $48 | $7,997-99.4% | $15,912-99.7% | $6,918-99.3% |