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 | $11,679 |
Form 5500 reported that benefits due were not provided when due.
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 | $83,268 | $71,192+17.0% | $117,854-29.3% | $62,292+33.7% |
| Participation rate | 82.2% | 74.2%+8.0pp | 79.7%+2.6pp | 69.5%+12.7pp |
| Annual return | 17.57% | 18.66%-1.1pp | 335.08%-317.5pp | 28.90%-11.3pp |
| Employer contribution / active EE | $3,766 | $1,934+94.7% | $3,786-0.5% | $2,042+84.4% |
| Participant deferral / active EE | $3,445 | $3,189+8.0% | $4,482-23.1% | $3,169+8.7% |
| Admin fee / account holder | $80 | $587-86.4% | $8,020-99.0% | $479-83.4% |