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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $405 |
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 | $98,947 | $130,194-24.0% | $169,993-41.8% | $71,457+38.5% |
| Participation rate | 83.5% | 86.1%-2.7pp | 87.0%-3.5pp | 67.9%+15.5pp |
| Annual return | 25.34% | 20.37%+5.0pp | 53.37%-28.0pp | 28.85%-3.5pp |
| Employer contribution / active EE | $3,823 | $4,381-12.7% | $6,785-43.7% | $2,588+47.7% |
| Participant deferral / active EE | $15,364 | $6,923+121.9% | $10,408+47.6% | $4,289+258.2% |
| Admin fee / account holder | $3 | $966-99.7% | $12,815-100.0% | $1,587-99.8% |