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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,545 |
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 | $100,123 | $130,194-23.1% | $169,993-41.1% | $71,457+40.1% |
| Participation rate | 92.3% | 86.1%+6.2pp | 87.0%+5.3pp | 67.9%+24.4pp |
| Annual return | 21.66% | 20.37%+1.3pp | 53.37%-31.7pp | 28.85%-7.2pp |
| Employer contribution / active EE | $4,784 | $4,381+9.2% | $6,785-29.5% | $2,588+84.9% |
| Participant deferral / active EE | $11,407 | $6,923+64.8% | $10,408+9.6% | $4,289+166.0% |
| Admin fee / account holder | $7 | $966-99.2% | $12,815-99.9% | $1,587-99.5% |