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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $51,931 |
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 | $221,242 | $52,953+317.8% | $172,739+28.1% | $65,185+239.4% |
| Participation rate | 96.7% | 66.2%+30.5pp | 82.6%+14.1pp | 70.2%+26.5pp |
| Annual return | 27.32% | 30.12%-2.8pp | 802.84%-775.5pp | 29.38%-2.1pp |
| Employer contribution / active EE | $8,356 | $2,190+281.6% | $5,143+62.5% | $2,177+283.9% |
| Participant deferral / active EE | $15,661 | $2,471+533.9% | $5,198+201.3% | $3,514+345.7% |
| Admin fee / account holder | $227 | $472-51.9% | $13,954-98.4% | $847-73.2% |