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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,187 |
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 | $124,662 | $65,061+91.6% | $143,757-13.3% | $66,914+86.3% |
| Participation rate | 88.6% | 65.2%+23.4pp | 80.3%+8.3pp | 69.8%+18.8pp |
| Annual return | -15.51% | -11.14%-4.4pp | -0.04%-15.5pp | 1.58%-17.1pp |
| Employer contribution / active EE | $2,535 | $2,361+7.4% | $4,951-48.8% | $2,544-0.4% |
| Participant deferral / active EE | $3,093 | $2,919+6.0% | $5,637-45.1% | $4,237-27.0% |
| Admin fee / account holder | $75 | $502-85.1% | $14,673-99.5% | $593-87.4% |