See peer percentile detail. $4.99 for your first month.
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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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,153 |
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 | $143,043 | $61,156+133.9% | $185,823-23.0% | $79,386+80.2% |
| Participation rate | 90.5% | 66.6%+23.9pp | 81.7%+8.8pp | 70.7%+19.8pp |
| Annual return | 13.58% | 19.45%-5.9pp | 122.05%-108.5pp | 116.85%-103.3pp |
| Employer contribution / active EE | $2,569 | $2,321+10.7% | $5,167-50.3% | $2,427+5.8% |
| Participant deferral / active EE | $3,003 | $2,789+7.7% | $5,568-46.1% | $4,046-25.8% |
| Admin fee / account holder | $75 | $710-89.5% | $16,237-99.5% | $626-88.1% |