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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,211 |
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 | $32,264 | $56,640-43.0% | $80,975-60.2% | $57,658-44.0% |
| Participation rate | 94.9% | 75.9%+19.0pp | 75.8%+19.1pp | 70.2%+24.7pp |
| Annual return | 11.91% | 19.97%-8.1pp | 17.10%-5.2pp | 5.13%+6.8pp |
| Employer contribution / active EE | $3,342 | $2,085+60.3% | $3,714-10.0% | $1,974+69.3% |
| Participant deferral / active EE | $4,824 | $4,944-2.4% | $5,696-15.3% | $3,061+57.6% |
| Admin fee / account holder | $54 | $87-37.9% | $5,516-99.0% | $95-42.8% |