See peer percentile detail. $4.99 for your first month.
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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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,825 |
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 | $93,189 | $122,239-23.8% | $184,203-49.4% | $74,495+25.1% |
| Participation rate | 96.1% | 85.5%+10.6pp | 86.8%+9.3pp | 67.2%+28.9pp |
| Annual return | 18.59% | 19.95%-1.4pp | 28.81%-10.2pp | 1364.94%-1346.3pp |
| Employer contribution / active EE | $7,109 | $4,537+56.7% | $6,427+10.6% | $2,623+171.0% |
| Participant deferral / active EE | $15,551 | $7,139+117.8% | $9,131+70.3% | $4,346+257.8% |
| Admin fee / account holder | $23 | $1,260-98.2% | $13,901-99.8% | $1,942-98.8% |