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.1 year Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 15 · EIN 23-1945930 | Recordkeeping | $32,128 |
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 | $67,446 | $54,762+23.2% | $90,281-25.3% | $72,985-7.6% |
| Participation rate | 94.8% | 65.1%+29.7pp | 73.3%+21.6pp | 69.5%+25.3pp |
| Annual return | 20.91% | 30.63%-9.7pp | 78.10%-57.2pp | 81.00%-60.1pp |
| Employer contribution / active EE | $3,866 | $2,092+84.7% | $2,854+35.4% | $2,440+58.4% |
| Participant deferral / active EE | $4,503 | $2,887+56.0% | $3,885+15.9% | $3,607+24.8% |
| Admin fee / account holder | $180 | $3,972-95.5% | $5,351-96.6% | $5,124-96.5% |