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.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $41,947 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,024 |
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 | $140,299 | $82,978+69.1% | $130,231+7.7% | $74,419+88.5% |
| Participation rate | 95.1% | 73.7%+21.5pp | 76.3%+18.9pp | 70.7%+24.4pp |
| Annual return | 16.87% | 123.05%-106.2pp | 38.77%-21.9pp | 34.38%-17.5pp |
| Employer contribution / active EE | $5,189 | $3,391+53.0% | $4,126+25.8% | $2,637+96.7% |
| Participant deferral / active EE | $8,722 | $5,370+62.4% | $6,799+28.3% | $4,528+92.6% |
| Admin fee / account holder | $51 | $354-85.5% | $6,020-99.1% | $348-85.3% |