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: VANGUARD GROUP, INC. Service code 12 · EIN 23-1945930 | Recordkeeping and information managem... | $2,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $258,511 | $58,879+339.1% | $178,490+44.8% | $73,488+251.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 10.67% | 24.86%-14.2pp | 151.07%-140.4pp | 28.51%-17.8pp |
| Employer contribution / active EE | $9,749 | $2,236+336.0% | $5,011+94.6% | $2,270+329.5% |
| Participant deferral / active EE | $8,379 | $2,567+226.4% | $5,202+61.1% | $3,740+124.1% |
| Admin fee / account holder | $14 | $400-96.4% | $13,984-99.9% | $513-97.2% |