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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $59,521 |
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 | $144,383 | $53,136+171.7% | $155,509-7.2% | $199,593-27.7% |
| Participation rate | 93.1% | 64.1%+29.1pp | 78.2%+14.9pp | 72.0%+21.2pp |
| Annual return | 12.76% | 41.15%-28.4pp | 64.67%-51.9pp | 34.25%-21.5pp |
| Employer contribution / active EE | $6,085 | $1,851+228.7% | $4,672+30.2% | $3,034+100.5% |
| Participant deferral / active EE | $4,462 | $3,161+41.2% | $5,626-20.7% | $5,087-12.3% |
| Admin fee / account holder | $26 | $185-86.1% | $15,912-99.8% | $269-90.4% |