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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $127,244 |
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 | $66,433 | $241,101-72.4% | $103,333-35.7% | $199,593-66.7% |
| Participation rate | 97.4% | 78.3%+19.1pp | 74.5%+22.9pp | 72.0%+25.4pp |
| Annual return | 14.36% | 17.80%-3.4pp | 24.88%-10.5pp | 34.25%-19.9pp |
| Employer contribution / active EE | $3,951 | $4,244-6.9% | $3,868+2.2% | $3,034+30.2% |
| Participant deferral / active EE | $6,147 | $3,958+55.3% | $5,057+21.6% | $5,087+20.9% |
| Admin fee / account holder | $43 | $288-85.2% | $8,355-99.5% | $269-84.2% |