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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,200 |
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 | $73,492 | $130,194-43.6% | $169,993-56.8% | $71,457+2.8% |
| Participation rate | 86.7% | 86.1%+0.5pp | 87.0%-0.3pp | 67.9%+18.7pp |
| Annual return | 22.08% | 20.37%+1.7pp | 53.37%-31.3pp | 28.85%-6.8pp |
| Employer contribution / active EE | $2,596 | $4,381-40.8% | $6,785-61.7% | $2,588+0.3% |
| Participant deferral / active EE | $12,984 | $6,923+87.5% | $10,408+24.8% | $4,289+202.7% |
| Admin fee / account holder | $9 | $966-99.0% | $12,815-99.9% | $1,587-99.4% |