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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,200 |
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 | $36,686 | $77,813-52.9% | $123,544-70.3% | $64,186-42.8% |
| Participation rate | 74.7% | 74.7%0pp | 82.3%-7.6pp | 69.6%+5.2pp |
| Annual return | -7.06% | 12.48%-19.5pp | 119.20%-126.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,310 | $3,014-23.4% | $4,628-50.1% | $2,381-3.0% |
| Participant deferral / active EE | $8,407 | $5,240+60.4% | $6,426+30.8% | $3,470+142.3% |
| Admin fee / account holder | $9 | $5,519-99.8% | $9,284-99.9% | $4,888-99.8% |