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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $35,643 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $18,817 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $98,830 | $89,436+10.5% | $164,813-40.0% | $77,643+27.3% |
| Participation rate | 94.8% | 78.6%+16.2pp | 78.6%+16.2pp | 70.6%+24.3pp |
| Annual return | 25.09% | 28.83%-3.7pp | 69.93%-44.8pp | 31.24%-6.1pp |
| Employer contribution / active EE | $352 | $2,569-86.3% | $4,341-91.9% | $2,726-87.1% |
| Participant deferral / active EE | $7,038 | $4,897+43.7% | $6,031+16.7% | $4,647+51.4% |
| Admin fee / account holder | $130 | $339-61.6% | $12,690-99.0% | $430-69.7% |