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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $110,267 |
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 | $63,630 | $74,347-14.4% | $93,606-32.0% | $67,579-5.8% |
| Participation rate | 90.7% | 80.6%+10.1pp | 75.8%+14.9pp | 71.3%+19.4pp |
| Annual return | 23.32% | 28.07%-4.8pp | 32.76%-9.4pp | 378.56%-355.2pp |
| Employer contribution / active EE | $1,941 | $2,583-24.9% | $2,718-28.6% | $2,148-9.6% |
| Participant deferral / active EE | $4,325 | $4,060+6.5% | $4,069+6.3% | $3,539+22.2% |
| Admin fee / account holder | $99 | $123-19.6% | $7,888-98.7% | $142-30.7% |