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 FIDUCIARY TRUST COMPANY Service code 15 · EIN 23-1945930 | Recordkeeping | $31,726 |
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 | $88,587 | $65,409+35.4% | $98,442-10.0% | $85,850+3.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 15.55% | 21.76%-6.2pp | 1492.73%-1477.2pp | 318.53%-303.0pp |
| Employer contribution / active EE | $4,441 | $2,168+104.9% | $2,960+50.1% | $2,565+73.1% |
| Participant deferral / active EE | $5,561 | $3,166+75.6% | $4,276+30.0% | $3,952+40.7% |
| Admin fee / account holder | $195 | $4,593-95.7% | $5,949-96.7% | $6,260-96.9% |