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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,724 |
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 | $135,102 | $55,472+143.5% | $155,567-13.2% | $74,546+81.2% |
| Participation rate | 97.6% | 61.9%+35.7pp | 78.2%+19.4pp | 67.2%+30.4pp |
| Annual return | 13.22% | 268.72%-255.5pp | 64.74%-51.5pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $4,125 | $2,269+81.8% | $4,674-11.7% | $2,624+57.2% |
| Participant deferral / active EE | $7,880 | $2,838+177.7% | $5,628+40.0% | $4,347+81.2% |
| Admin fee / account holder | $21 | $1,743-98.8% | $15,916-99.9% | $1,944-98.9% |