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.1+ years Filed as: THE VANGUARD GROUP Service code 19 · EIN 23-1945930 100 VANGUARD BLVD · MALVERN, PA 19355 | Securities Custodian | $12,076 |
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 | $30,515 | $54,320-43.8% | $67,652-54.9% | $52,331-41.7% |
| Participation rate | 93.9% | 73.6%+20.3pp | 75.7%+18.2pp | 68.1%+25.7pp |
| Annual return | -0.69% | 6.81%-7.5pp | 6625.04%-6625.7pp | 4.54%-5.2pp |
| Employer contribution / active EE | $2,459 | $1,544+59.3% | $2,266+8.5% | $1,882+30.7% |
| Participant deferral / active EE | $1,413 | $2,950-52.1% | $3,560-60.3% | $3,022-53.3% |
| Admin fee / account holder | $37 | $527-92.9% | $4,821-99.2% | $592-93.7% |