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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,397 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $435,219 | $73,102+495.4% | $123,544+252.3% | $56,287+673.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -3.43% | 3.01%-6.4pp | 119.20%-122.6pp | -9.96%+6.5pp |
| Employer contribution / active EE | $14,475 | $2,977+386.2% | $4,628+212.8% | $2,111+585.7% |
| Participant deferral / active EE | $10,137 | $5,423+86.9% | $6,426+57.8% | $3,350+202.6% |
| Admin fee / account holder | $35 | $554-93.6% | $9,284-99.6% | $521-93.2% |