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 3-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.2 years Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $2,160 |
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 | $41,351 | $106,110-61.0% | $147,005-71.9% | $77,671-46.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 24.90% | 56.77%-31.9pp | 418.76%-393.9pp | 31.21%-6.3pp |
| Employer contribution / active EE | $3,832 | $4,065-5.7% | $4,934-22.3% | $2,726+40.5% |
| Participant deferral / active EE | $9,555 | $7,992+19.6% | $8,070+18.4% | $4,648+105.6% |
| Admin fee / account holder | $6 | $338-98.1% | $13,006-100.0% | $430-98.5% |