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 8-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 | $225 |
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 | $37,603 | $55,214-31.9% | $104,607-64.1% | $73,488-48.8% |
| Participation rate | 79.4% | 67.8%+11.6pp | 74.1%+5.3pp | 70.7%+8.7pp |
| Annual return | 23.35% | 24.79%-1.4pp | 340.46%-317.1pp | 28.51%-5.2pp |
| Employer contribution / active EE | $3,806 | $1,468+159.3% | $2,681+42.0% | $2,270+67.6% |
| Participant deferral / active EE | $5,938 | $2,925+103.0% | $3,740+58.8% | $3,740+58.8% |
| Admin fee / account holder | $1 | $424-99.7% | $6,473-100.0% | $513-99.8% |