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 | $53,199-48.9% | $155,567-82.5% | $199,768-86.4% |
| Participation rate | 95.7% | 64.1%+31.6pp | 78.2%+17.6pp | 72.0%+23.7pp |
| Annual return | 14.31% | 41.17%-26.9pp | 64.74%-50.4pp | 34.26%-19.9pp |
| Employer contribution / active EE | $1,609 | $1,852-13.1% | $4,674-65.6% | $3,037-47.0% |
| Participant deferral / active EE | $2,880 | $3,163-9.0% | $5,628-48.8% | $5,090-43.4% |
| Admin fee / account holder | $22 | $186-88.0% | $15,916-99.9% | $269-91.7% |