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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $480 |
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 | $60,868 | $89,739-32.2% | $149,718-59.3% | $62,292-2.3% |
| Participation rate | 92.8% | 85.1%+7.7pp | 87.1%+5.7pp | 69.5%+23.3pp |
| Annual return | 20.44% | 21.01%-0.6pp | 1501.63%-1481.2pp | 28.90%-8.5pp |
| Employer contribution / active EE | $4,437 | $3,233+37.3% | $5,445-18.5% | $2,042+117.3% |
| Participant deferral / active EE | $8,657 | $4,797+80.5% | $6,569+31.8% | $3,169+173.2% |
| Admin fee / account holder | $3 | $551-99.4% | $11,283-100.0% | $479-99.3% |