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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $950 |
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 | $73,515 | $74,089-0.8% | $133,980-45.1% | $55,167+33.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 11.14% | 12.11%-1.0pp | 29.30%-18.2pp | 169.23%-158.1pp |
| Employer contribution / active EE | $5,815 | $3,064+89.8% | $5,211+11.6% | $1,963+196.3% |
| Participant deferral / active EE | $7,927 | $4,678+69.4% | $6,282+26.2% | $3,054+159.5% |
| Admin fee / account holder | $5 | $458-98.8% | $9,324-99.9% | $504-98.9% |