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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,920 |
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 | $91,549 | $136,307-32.8% | $177,821-48.5% | $73,488+24.6% |
| Participation rate | 95.0% | 86.1%+8.9pp | 87.7%+7.3pp | 70.7%+24.3pp |
| Annual return | 31.05% | 18.68%+12.4pp | 48.32%-17.3pp | 28.51%+2.5pp |
| Employer contribution / active EE | $4,410 | $3,712+18.8% | $5,918-25.5% | $2,270+94.3% |
| Participant deferral / active EE | $9,413 | $5,829+61.5% | $7,714+22.0% | $3,740+151.7% |
| Admin fee / account holder | $7 | $596-98.8% | $12,427-99.9% | $513-98.6% |