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.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,635 |
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 | $149,098 | $122,239+22.0% | $184,203-19.1% | $74,495+100.1% |
| Participation rate | 85.0% | 85.5%-0.5pp | 86.8%-1.8pp | 67.2%+17.8pp |
| Annual return | 17.21% | 19.95%-2.7pp | 28.81%-11.6pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $9,347 | $4,537+106.0% | $6,427+45.4% | $2,623+256.3% |
| Participant deferral / active EE | $16,310 | $7,139+128.5% | $9,131+78.6% | $4,346+275.3% |
| Admin fee / account holder | $9 | $1,260-99.3% | $13,901-99.9% | $1,942-99.5% |