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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $42,365 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,050 |
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 | $160,465 | $89,588+79.1% | $136,007+18.0% | $77,643+106.7% |
| Participation rate | 88.1% | 74.3%+13.8pp | 76.5%+11.7pp | 70.6%+17.6pp |
| Annual return | 13.37% | 17.42%-4.0pp | 579.32%-566.0pp | 31.24%-17.9pp |
| Employer contribution / active EE | $5,028 | $3,491+44.0% | $4,217+19.2% | $2,726+84.5% |
| Participant deferral / active EE | $9,040 | $5,591+61.7% | $7,025+28.7% | $4,647+94.5% |
| Admin fee / account holder | $64 | $539-88.2% | $6,858-99.1% | $430-85.2% |