Filed January 8, 2025
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 8-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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $78,255 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,833 | $90,410-84.7% | $91,001-84.8% | $77,958-82.3% |
| Participation rate | 96.2% | 86.4%+9.8pp | 75.6%+20.6pp | 71.6%+24.6pp |
| Annual return | 0.00% | 21.34%-21.3pp | 4.60%-4.6pp | 20.87%-20.9pp |
| Employer contribution / active EE | $3,749 | $3,392+10.5% | $2,456+52.7% | $2,310+62.2% |
| Participant deferral / active EE | $7,192 | $4,816+49.3% | $3,547+102.7% | $3,537+103.4% |
| Admin fee / account holder | $51 | $79-35.6% | $5,417-99.1% | $97-47.8% |