Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 8-year trajectory for $4.99 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.1 year Service code 37 · EIN 23-1945930 | Loan Processing | $660 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,616 | $101,499-62.0% | $147,005-73.7% | $74,546-48.2% |
| Participation rate | 91.5% | 75.5%+15.9pp | 82.2%+9.3pp | 67.2%+24.3pp |
| Annual return | 31.20% | 8732.34%-8701.1pp | 418.76%-387.6pp | 1366.03%-1334.8pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $17,100 | $7,304+134.1% | $8,070+111.9% | $4,347+293.3% |
| Admin fee / account holder | $67 | $1,748-96.2% | $13,006-99.5% | $1,944-96.6% |