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 9-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 year Service code 15 · EIN 23-1945930 | Recordkeeping | $13,033 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $27,112 | $89,652-69.8% | $141,162-80.8% | $65,185-58.4% |
| Participation rate | 75.7% | 74.7%+1.0pp | 82.5%-6.8pp | 70.2%+5.5pp |
| Annual return | 50.34% | 32.79%+17.5pp | 71.39%-21.0pp | 29.38%+21.0pp |
| Employer contribution / active EE | $2,285 | $3,065-25.4% | $4,735-51.7% | $2,177+5.0% |
| Participant deferral / active EE | $7,532 | $5,691+32.3% | $6,709+12.3% | $3,514+114.4% |
| Admin fee / account holder | $65 | $569-88.6% | $10,261-99.4% | $847-92.3% |