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 8-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 Service code 15 · EIN 23-1945930 | Recordkeeping | $17,756 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $8,432 |
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 | $125,871 | $76,050+65.5% | $96,544+30.4% | $71,457+76.1% |
| Participation rate | 98.0% | 74.4%+23.6pp | 76.0%+22.0pp | 67.9%+30.0pp |
| Annual return | 18.43% | 22.81%-4.4pp | 25.84%-7.4pp | 28.85%-10.4pp |
| Employer contribution / active EE | $4,150 | $2,244+84.9% | $2,965+40.0% | $2,588+60.4% |
| Participant deferral / active EE | $3,978 | $4,215-5.6% | $4,851-18.0% | $4,289-7.3% |
| Admin fee / account holder | $123 | $2,707-95.5% | $8,252-98.5% | $1,587-92.3% |