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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $22,681 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,914 | $54,573-32.4% | $90,951-59.4% | $73,488-49.8% |
| Participation rate | 82.6% | 61.2%+21.4pp | 69.0%+13.5pp | 70.7%+11.9pp |
| Annual return | 11.31% | 16.69%-5.4pp | 134.60%-123.3pp | 28.51%-17.2pp |
| Employer contribution / active EE | $1,647 | $991+66.2% | $2,122-22.4% | $2,270-27.4% |
| Participant deferral / active EE | $4,379 | $2,517+74.0% | $3,373+29.8% | $3,740+17.1% |
| Admin fee / account holder | $101 | $521-80.7% | $5,959-98.3% | $513-80.4% |