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 | $45,701 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $175,494 | $136,791+28.3% | $133,956+31.0% | - |
| Participation rate | 98.0% | 70.8%+27.2pp | 79.8%+18.1pp | - |
| Annual return | 20.71% | 9.25%+11.5pp | 45.09%-24.4pp | - |
| Employer contribution / active EE | $243 | $2,431-90.0% | $3,919-93.8% | - |
| Participant deferral / active EE | $8,559 | $3,586+138.7% | $5,048+69.6% | - |
| Admin fee / account holder | $194 | $8,409-97.7% | $8,927-97.8% | - |