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 | $1,005 |
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 | $112,898 | $122,239-7.6% | $184,203-38.7% | $74,495+51.6% |
| Participation rate | 85.9% | 85.5%+0.4pp | 86.8%-0.9pp | 67.2%+18.7pp |
| Annual return | 20.78% | 19.95%+0.8pp | 28.81%-8.0pp | 1364.94%-1344.2pp |
| Employer contribution / active EE | $9,627 | $4,537+112.2% | $6,427+49.8% | $2,623+267.0% |
| Participant deferral / active EE | $15,570 | $7,139+118.1% | $9,131+70.5% | $4,346+258.3% |
| Admin fee / account holder | $5 | $1,260-99.6% | $13,901-100.0% | $1,942-99.7% |