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 5-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 | $75,930 |
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 | $86,134 | $100,801-14.6% | $149,696-42.5% | $73,409+17.3% |
| Participation rate | 89.3% | 77.7%+11.6pp | 82.5%+6.9pp | 72.2%+17.2pp |
| Annual return | 15.97% | 265.34%-249.4pp | 276.60%-260.6pp | 59.29%-43.3pp |
| Employer contribution / active EE | $8,071 | $3,312+143.7% | $4,644+73.8% | $2,234+261.3% |
| Participant deferral / active EE | $10,957 | $6,404+71.1% | $6,842+60.1% | $3,805+187.9% |
| Admin fee / account holder | $99 | $181-45.3% | $9,309-98.9% | $158-37.3% |