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 8-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 | $2,370 |
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 | $36,556 | $48,576-24.7% | $169,463-78.4% | $56,287-35.1% |
| Participation rate | 99.3% | 65.8%+33.4pp | 77.8%+21.5pp | 69.9%+29.4pp |
| Annual return | -5.36% | -2.51%-2.8pp | 1.83%-7.2pp | -9.96%+4.6pp |
| Employer contribution / active EE | $3,981 | $1,559+155.3% | $4,159-4.3% | $2,111+88.6% |
| Participant deferral / active EE | $7,263 | $3,275+121.8% | $5,277+37.7% | $3,350+116.8% |
| Admin fee / account holder | $15 | $435-96.6% | $9,109-99.8% | $521-97.1% |