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 | $16,684 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $2,586 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,920 | $82,917+45.8% | $103,333+17.0% | $77,643+55.7% |
| Participation rate | 98.0% | 71.6%+26.4pp | 74.5%+23.5pp | 70.6%+27.4pp |
| Annual return | 11.32% | 19.13%-7.8pp | 24.88%-13.6pp | 31.24%-19.9pp |
| Employer contribution / active EE | $6,182 | $3,552+74.1% | $3,868+59.8% | $2,726+126.8% |
| Participant deferral / active EE | $6,997 | $4,108+70.3% | $5,057+38.3% | $4,647+50.6% |
| Admin fee / account holder | $38 | $638-94.1% | $8,355-99.6% | $430-91.3% |