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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $40,502 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $20,464 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $275,155 | $65,061+322.9% | $143,757+91.4% | $66,914+311.2% |
| Participation rate | 97.9% | 65.2%+32.7pp | 80.3%+17.6pp | 69.8%+28.1pp |
| Annual return | -17.93% | -11.14%-6.8pp | -0.04%-17.9pp | 1.58%-19.5pp |
| Employer contribution / active EE | $14,214 | $2,361+502.1% | $4,951+187.1% | $2,544+458.7% |
| Participant deferral / active EE | $19,078 | $2,919+553.6% | $5,637+238.4% | $4,237+350.3% |
| Admin fee / account holder | $255 | $502-49.3% | $14,673-98.3% | $593-57.1% |