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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,122 |
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 | $176,170 | $80,753+118.2% | $136,294+29.3% | $62,292+182.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.48% | 35.83%-17.3pp | 5155.94%-5137.5pp | 28.90%-10.4pp |
| Employer contribution / active EE | $6,224 | $2,884+115.8% | $4,695+32.6% | $2,042+204.8% |
| Participant deferral / active EE | $4,695 | $5,164-9.1% | $6,247-24.8% | $3,169+48.2% |
| Admin fee / account holder | $72 | $525-86.3% | $9,243-99.2% | $479-85.0% |