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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,653 |
Service code 37 · EIN 04-2647786 | Loan Processing | $181 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,768 | $56,640-56.3% | $80,975-69.4% | $57,658-57.0% |
| Participation rate | 85.3% | 75.9%+9.4pp | 75.8%+9.5pp | 70.2%+15.1pp |
| Annual return | 30.94% | 19.97%+11.0pp | 17.10%+13.8pp | 5.13%+25.8pp |
| Employer contribution / active EE | $0 | $2,085-100.0% | $3,714-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $6,704 | $4,944+35.6% | $5,696+17.7% | $3,061+119.0% |
| Admin fee / account holder | $13 | $87-84.5% | $5,516-99.8% | $95-85.8% |