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 Filed as: THE VANGUARD GROUP Service code 10 · EIN 23-1945930 | Accounting | $29,806 |
Filed as: PROSPERA FINANCIAL. Service code 27 · EIN 75-1832551 | Advisory (Plan) | $15,000 |
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 | $47,840 | $55,453-13.7% | $170,442-71.9% | $62,292-23.2% |
| Participation rate | 94.0% | 66.4%+27.7pp | 83.6%+10.4pp | 69.5%+24.5pp |
| Annual return | 18.40% | 21.38%-3.0pp | 205.93%-187.5pp | 28.90%-10.5pp |
| Employer contribution / active EE | $8,930 | $2,164+312.7% | $5,433+64.4% | $2,042+337.3% |
| Participant deferral / active EE | $3,378 | $2,303+46.7% | $4,939-31.6% | $3,169+6.6% |
| Admin fee / account holder | $67 | $455-85.4% | $13,880-99.5% | $479-86.1% |