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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,474 |
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 | $114,457 | $95,542+19.8% | $69,455+64.8% | $67,579+69.4% |
| Participation rate | 95.7% | 79.4%+16.3pp | 74.6%+21.1pp | 71.3%+24.4pp |
| Annual return | 22.43% | 17.67%+4.8pp | 28.97%-6.5pp | 378.56%-356.1pp |
| Employer contribution / active EE | $2,436 | $2,989-18.5% | $2,779-12.3% | $2,148+13.4% |
| Participant deferral / active EE | $5,731 | $3,263+75.7% | $3,535+62.1% | $3,539+61.9% |
| Admin fee / account holder | $59 | $90-33.9% | $3,839-98.5% | $142-58.3% |