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 9-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 | $1,466 |
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 | $37,216 | $70,908-47.5% | $98,907-62.4% | $73,488-49.4% |
| Participation rate | 80.1% | 73.8%+6.4pp | 76.0%+4.1pp | 70.7%+9.5pp |
| Annual return | 13.49% | 34.17%-20.7pp | 196.43%-182.9pp | 28.51%-15.0pp |
| Employer contribution / active EE | $2,670 | $2,036+31.1% | $2,689-0.7% | $2,270+17.6% |
| Participant deferral / active EE | $2,449 | $3,500-30.0% | $4,244-42.3% | $3,740-34.5% |
| Admin fee / account holder | $9 | $535-98.3% | $6,642-99.9% | $513-98.3% |