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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $95,976 |
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 | $27,209 | $53,136-48.8% | $155,509-82.5% | $199,593-86.4% |
| Participation rate | 95.7% | 64.1%+31.7pp | 78.2%+17.6pp | 72.0%+23.8pp |
| Annual return | 14.31% | 41.15%-26.8pp | 64.67%-50.4pp | 34.25%-19.9pp |
| Employer contribution / active EE | $1,609 | $1,851-13.1% | $4,672-65.6% | $3,034-47.0% |
| Participant deferral / active EE | $2,880 | $3,161-8.9% | $5,626-48.8% | $5,087-43.4% |
| Admin fee / account holder | $22 | $185-88.0% | $15,912-99.9% | $269-91.7% |