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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,890 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,120 | $66,813-42.9% | $100,516-62.1% | $73,488-48.1% |
| Participation rate | 90.7% | 77.5%+13.2pp | 79.4%+11.3pp | 70.7%+20.0pp |
| Annual return | 21.27% | 25.70%-4.4pp | 30.89%-9.6pp | 28.51%-7.2pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $10,954 | $5,883+86.2% | $6,270+74.7% | $3,740+192.9% |
| Admin fee / account holder | $12 | $512-97.6% | $8,081-99.8% | $513-97.6% |