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 9-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 | $4,560 |
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 | $178,238 | $73,867+141.3% | $143,757+24.0% | $68,494+160.2% |
| Participation rate | 95.2% | 66.7%+28.5pp | 80.3%+14.9pp | 67.9%+27.3pp |
| Annual return | -14.85% | 1.01%-15.9pp | -0.04%-14.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $16,763 | $3,184+426.5% | $4,951+238.6% | $2,596+545.6% |
| Participant deferral / active EE | $5,990 | $3,384+77.0% | $5,637+6.3% | $4,027+48.7% |
| Admin fee / account holder | $36 | $5,755-99.4% | $14,673-99.8% | $5,403-99.3% |