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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,258 |
Form 5500 reported that benefits due were not provided when due.
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 | $124,900 | $55,453+125.2% | $170,442-26.7% | $62,292+100.5% |
| Participation rate | 99.1% | 66.4%+32.7pp | 83.6%+15.5pp | 69.5%+29.6pp |
| Annual return | 15.25% | 21.38%-6.1pp | 205.93%-190.7pp | 28.90%-13.6pp |
| Employer contribution / active EE | $2,450 | $2,164+13.2% | $5,433-54.9% | $2,042+20.0% |
| Participant deferral / active EE | $4,995 | $2,303+116.9% | $4,939+1.1% | $3,169+57.6% |
| Admin fee / account holder | $40 | $455-91.3% | $13,880-99.7% | $479-91.7% |