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 FIDUCIARY TRUST COMPANY Service code 15 · EIN 23-1945930 | Recordkeeping | $44,098 |
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 | $70,578 | $54,350+29.9% | $82,719-14.7% | $68,494+3.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.49% | -13.67%-1.8pp | 701.18%-716.7pp | -7.84%-7.6pp |
| Employer contribution / active EE | $4,323 | $2,218+94.9% | $3,009+43.7% | $2,596+66.5% |
| Participant deferral / active EE | $6,513 | $3,246+100.6% | $4,395+48.2% | $4,027+61.7% |
| Admin fee / account holder | $285 | $4,395-93.5% | $5,329-94.7% | $5,403-94.7% |