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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,746 |
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 | $65,836 | $61,214+7.5% | $83,333-21.0% | $56,287+17.0% |
| Participation rate | 76.2% | 72.6%+3.6pp | 77.8%-1.6pp | 69.9%+6.3pp |
| Annual return | 0.88% | 0.42%+0.5pp | 10.63%-9.8pp | -9.96%+10.8pp |
| Employer contribution / active EE | $607 | $1,925-68.5% | $3,379-82.0% | $2,111-71.3% |
| Participant deferral / active EE | $7,651 | $5,091+50.3% | $5,565+37.5% | $3,350+128.4% |
| Admin fee / account holder | $69 | $512-86.6% | $7,510-99.1% | $521-86.8% |