See peer percentile detail. $4.99 for your first month.
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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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,355 |
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 | $35,254 | $50,199-29.8% | $70,092-49.7% | $66,914-47.3% |
| Participation rate | 72.2% | 66.3%+5.8pp | 70.5%+1.7pp | 69.8%+2.3pp |
| Annual return | -12.91% | -13.85%+0.9pp | 190.73%-203.6pp | 1.58%-14.5pp |
| Employer contribution / active EE | $2,372 | $1,864+27.2% | $2,559-7.3% | $2,544-6.8% |
| Participant deferral / active EE | $2,549 | $3,112-18.1% | $3,849-33.8% | $4,237-39.8% |
| Admin fee / account holder | $97 | $600-83.9% | $6,267-98.5% | $593-83.7% |