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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $40,161 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $21,775 |
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 | $103,589 | $96,484+7.4% | $156,263-33.7% | $74,304+39.4% |
| Participation rate | 93.6% | 67.7%+25.9pp | 78.9%+14.7pp | 60.3%+33.2pp |
| Annual return | 13.64% | 17.73%-4.1pp | 59.47%-45.8pp | 29.43%-15.8pp |
| Employer contribution / active EE | $362 | $2,528-85.7% | $4,333-91.6% | $2,241-83.9% |
| Participant deferral / active EE | $7,237 | $4,286+68.8% | $6,158+17.5% | $3,767+92.1% |
| Admin fee / account holder | $156 | $3,728-95.8% | $14,255-98.9% | $2,969-94.8% |