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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,539 |
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 | $105,041 | $69,477+51.2% | $94,646+11.0% | $71,457+47.0% |
| Participation rate | 83.1% | 78.4%+4.6pp | 80.8%+2.2pp | 67.9%+15.2pp |
| Annual return | 19.74% | 29.66%-9.9pp | 156.71%-137.0pp | 28.85%-9.1pp |
| Employer contribution / active EE | $2,602 | $2,853-8.8% | $3,672-29.2% | $2,588+0.5% |
| Participant deferral / active EE | $9,797 | $7,345+33.4% | $7,418+32.1% | $4,289+128.4% |
| Admin fee / account holder | $105 | $1,210-91.3% | $7,231-98.5% | $1,587-93.4% |