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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,267 |
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 | $112,163 | $78,422+43.0% | $95,952+16.9% | $79,858+40.5% |
| Participation rate | 88.8% | 73.5%+15.3pp | 77.1%+11.7pp | 69.6%+19.1pp |
| Annual return | 12.96% | 19.37%-6.4pp | 91.61%-78.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $2,845 | $1,945+46.2% | $2,541+11.9% | $2,471+15.1% |
| Participant deferral / active EE | $7,263 | $3,440+111.1% | $4,167+74.3% | $3,740+94.2% |
| Admin fee / account holder | $55 | $5,622-99.0% | $6,795-99.2% | $5,306-99.0% |