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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,975 |
Annual investment return 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 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 | $100,141 | $60,165+66.4% | $74,183+35.0% | $55,167+81.5% |
| Participation rate | 96.4% | 74.2%+22.2pp | 76.6%+19.8pp | 69.0%+27.4pp |
| Annual return | -0.20% | 10.00%-10.2pp | 17.74%-17.9pp | 169.23%-169.4pp |
| Employer contribution / active EE | $3,194 | $1,600+99.7% | $2,370+34.8% | $1,963+62.7% |
| Participant deferral / active EE | $3,398 | $2,973+14.3% | $3,550-4.3% | $3,054+11.2% |
| Admin fee / account holder | $18 | $419-95.6% | $5,586-99.7% | $504-96.3% |