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 | $19,535 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $59,588 | $65,061-8.4% | $143,757-58.5% | $66,914-10.9% |
| Participation rate | 78.2% | 65.2%+13.0pp | 80.3%-2.1pp | 69.8%+8.4pp |
| Annual return | -15.71% | -11.14%-4.6pp | -0.04%-15.7pp | 1.58%-17.3pp |
| Employer contribution / active EE | $2,528 | $2,361+7.1% | $4,951-48.9% | $2,544-0.6% |
| Participant deferral / active EE | $3,848 | $2,919+31.8% | $5,637-31.7% | $4,237-9.2% |
| Admin fee / account holder | $107 | $502-78.6% | $14,673-99.3% | $593-81.9% |