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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $108,031 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $37,752 |
NEPC, LLC1 year Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $9,150 |
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 | $156,597 | $89,436+75.1% | $164,813-5.0% | $77,643+101.7% |
| Participation rate | 97.4% | 78.6%+18.7pp | 78.6%+18.8pp | 70.6%+26.8pp |
| Annual return | 12.63% | 28.83%-16.2pp | 69.93%-57.3pp | 31.24%-18.6pp |
| Employer contribution / active EE | $5,388 | $2,569+109.7% | $4,341+24.1% | $2,726+97.7% |
| Participant deferral / active EE | $8,171 | $4,897+66.9% | $6,031+35.5% | $4,647+75.8% |
| Admin fee / account holder | $122 | $339-63.9% | $12,690-99.0% | $430-71.6% |