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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $8,840 |
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 | $33,587 | $65,592-48.8% | $90,160-62.7% | $69,631-51.8% |
| Participation rate | 80.8% | 77.6%+3.2pp | 76.9%+3.9pp | 70.7%+10.1pp |
| Annual return | 31.53% | 57.10%-25.6pp | 34.88%-3.4pp | 27571.02%-27539.5pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,318-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $8,886 | $5,257+69.0% | $5,288+68.0% | $3,224+175.6% |
| Admin fee / account holder | $33 | $86-61.4% | $5,943-99.4% | $110-70.0% |