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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $101,495 |
BALDWIN LAW GROUP1 year Service code 29 · EIN 51-0568066 | Legal | $9,235 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,487 | $127,481-36.1% | $149,696-45.6% | $90,288-9.7% |
| Participation rate | 98.6% | 78.2%+20.3pp | 82.5%+16.1pp | 73.4%+25.2pp |
| Annual return | 20.52% | 57.78%-37.3pp | 276.60%-256.1pp | 53.97%-33.4pp |
| Employer contribution / active EE | $3,311 | $3,448-4.0% | $4,644-28.7% | $2,524+31.2% |
| Participant deferral / active EE | $8,971 | $6,975+28.6% | $6,842+31.1% | $4,232+112.0% |
| Admin fee / account holder | $42 | $152-72.3% | $9,309-99.5% | $114-63.2% |