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.8+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $145,057 |
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 | $126,407 | $61,756+104.7% | $70,092+80.3% | $77,904+62.3% |
| Participation rate | 79.1% | 79.9%-0.7pp | 70.5%+8.7pp | 73.7%+5.5pp |
| Annual return | -13.19% | -11.86%-1.3pp | 190.73%-203.9pp | 12.21%-25.4pp |
| Employer contribution / active EE | $3,612 | $2,706+33.5% | $2,559+41.2% | $2,848+26.9% |
| Participant deferral / active EE | $2,995 | $3,977-24.7% | $3,849-22.2% | $4,806-37.7% |
| Admin fee / account holder | $99 | $101-1.9% | $6,267-98.4% | $133-25.0% |