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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP INC Service code 13 · EIN 23-1945930 | Contract Administrator | $11,171 |
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 | $67,424 | $84,233-20.0% | $170,442-60.4% | $70,131-3.9% |
| Participation rate | 88.5% | 70.8%+17.7pp | 83.6%+4.9pp | 69.5%+19.0pp |
| Annual return | 17.10% | 23.06%-6.0pp | 205.93%-188.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $10,575 | $3,387+212.2% | $5,433+94.7% | $2,342+351.5% |
| Participant deferral / active EE | $3,946 | $3,086+27.9% | $4,939-20.1% | $3,332+18.4% |
| Admin fee / account holder | $106 | $5,698-98.1% | $13,880-99.2% | $4,645-97.7% |