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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,076 |
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 | $89,480 | $98,982-9.6% | $162,163-44.8% | $65,185+37.3% |
| Participation rate | 94.9% | 85.8%+9.1pp | 87.6%+7.3pp | 70.2%+24.7pp |
| Annual return | 24.84% | 24.84%0pp | 115.59%-90.8pp | 29.38%-4.5pp |
| Employer contribution / active EE | $4,789 | $3,467+38.1% | $5,614-14.7% | $2,177+120.0% |
| Participant deferral / active EE | $9,934 | $5,384+84.5% | $7,298+36.1% | $3,514+182.7% |
| Admin fee / account holder | $6 | $596-99.1% | $10,843-99.9% | $847-99.3% |