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 | $78,110 |
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 | $36,602 | $62,324-41.3% | $68,509-46.6% | $55,191-33.7% |
| Participation rate | 90.4% | 78.9%+11.5pp | 74.7%+15.6pp | 69.2%+21.2pp |
| Annual return | -0.83% | 4.26%-5.1pp | 8.27%-9.1pp | 10.78%-11.6pp |
| Employer contribution / active EE | $1,895 | $2,223-14.7% | $2,278-16.8% | $1,899-0.2% |
| Participant deferral / active EE | $4,244 | $3,425+23.9% | $3,382+25.5% | $3,046+39.3% |
| Admin fee / account holder | $89 | $91-2.5% | $5,275-98.3% | $91-1.9% |