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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,571 |
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 | $122,333 | $86,286+41.8% | $111,297+9.9% | $85,850+42.5% |
| Participation rate | 84.2% | 73.3%+10.9pp | 77.3%+6.9pp | 69.3%+14.9pp |
| Annual return | 13.31% | 19.99%-6.7pp | 54.65%-41.3pp | 318.53%-305.2pp |
| Employer contribution / active EE | $3,003 | $2,043+47.0% | $2,731+9.9% | $2,565+17.1% |
| Participant deferral / active EE | $7,690 | $3,641+111.2% | $4,487+71.4% | $3,952+94.6% |
| Admin fee / account holder | $30 | $8,188-99.6% | $7,964-99.6% | $6,260-99.5% |