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 6-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 | $12,440 |
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 | $52,868 | $77,503-31.8% | $100,391-47.3% | $80,856-34.6% |
| Participation rate | 81.5% | 76.9%+4.6pp | 81.5%0pp | 67.6%+13.9pp |
| Annual return | 13.35% | 37.20%-23.8pp | 49.20%-35.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $3,724 | $2,801+33.0% | $3,942-5.5% | $2,755+35.2% |
| Participant deferral / active EE | $8,208 | $6,820+20.4% | $8,082+1.6% | $4,296+91.1% |
| Admin fee / account holder | $133 | $5,897-97.7% | $7,899-98.3% | $6,918-98.1% |