See peer percentile detail. $4.99 for your first month.
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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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $46,666 |
Filed as: CASTLE ROCK INVESTMENT CO Service code 27 · EIN 26-2027186 | Advisory (Plan) | $10,750 |
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 | $119,742 | $76,050+57.5% | $96,544+24.0% | $71,457+67.6% |
| Participation rate | 77.2% | 74.4%+2.8pp | 76.0%+1.3pp | 67.9%+9.3pp |
| Annual return | 42.22% | 22.81%+19.4pp | 25.84%+16.4pp | 28.85%+13.4pp |
| Employer contribution / active EE | $2,119 | $2,244-5.6% | $2,965-28.5% | $2,588-18.1% |
| Participant deferral / active EE | $5,612 | $4,215+33.1% | $4,851+15.7% | $4,289+30.8% |
| Admin fee / account holder | $200 | $2,707-92.6% | $8,252-97.6% | $1,587-87.4% |