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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,748 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,054 | $81,248+218.8% | $155,509+66.6% | $80,856+220.4% |
| Participation rate | 98.8% | 66.2%+32.6pp | 78.2%+20.6pp | 67.6%+31.2pp |
| Annual return | 12.42% | 33.31%-20.9pp | 64.67%-52.2pp | 35.59%-23.2pp |
| Employer contribution / active EE | $21,620 | $3,100+597.4% | $4,672+362.7% | $2,755+684.8% |
| Participant deferral / active EE | $8,265 | $3,452+139.5% | $5,626+46.9% | $4,296+92.4% |
| Admin fee / account holder | $14 | $7,997-99.8% | $15,912-99.9% | $6,918-99.8% |