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 | $11,113 |
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 | $103,259 | $64,909+59.1% | $82,313+25.4% | $62,292+65.8% |
| Participation rate | 93.5% | 74.9%+18.6pp | 76.9%+16.6pp | 69.5%+23.9pp |
| Annual return | 12.03% | 21.18%-9.2pp | 25.88%-13.8pp | 28.90%-16.9pp |
| Employer contribution / active EE | $4,175 | $1,676+149.1% | $2,428+71.9% | $2,042+104.4% |
| Participant deferral / active EE | $3,102 | $3,1030% | $3,706-16.3% | $3,169-2.1% |
| Admin fee / account holder | $62 | $440-85.9% | $5,608-98.9% | $479-87.1% |