See peer percentile detail. $4.99 for your first month.
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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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,640 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,173 | $121,341-16.6% | $189,513-46.6% | $79,386+27.4% |
| Participation rate | 93.5% | 86.1%+7.4pp | 87.8%+5.7pp | 70.7%+22.8pp |
| Annual return | 18.24% | 21.08%-2.8pp | 555.15%-536.9pp | 116.85%-98.6pp |
| Employer contribution / active EE | $5,082 | $3,915+29.8% | $6,162-17.5% | $2,427+109.3% |
| Participant deferral / active EE | $10,947 | $6,395+71.2% | $8,221+33.2% | $4,046+170.6% |
| Admin fee / account holder | $9 | $651-98.6% | $12,045-99.9% | $626-98.6% |