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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,383 |
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 | $73,320 | $79,523-7.8% | $140,016-47.6% | $56,287+30.3% |
| Participation rate | 96.8% | 85.7%+11.1pp | 87.5%+9.3pp | 69.9%+26.9pp |
| Annual return | 32.67% | 2.39%+30.3pp | 651.12%-618.4pp | -9.96%+42.6pp |
| Employer contribution / active EE | $4,817 | $3,350+43.8% | $5,606-14.1% | $2,111+128.2% |
| Participant deferral / active EE | $9,548 | $5,129+86.2% | $6,927+37.8% | $3,350+185.1% |
| Admin fee / account holder | $8 | $614-98.7% | $10,705-99.9% | $521-98.4% |