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.1+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 | Recordkeeping | $32,393 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,826 | $37,117+98.9% | $147,614-50.0% | $55,191+33.8% |
| Participation rate | 99.3% | 63.6%+35.7pp | 84.6%+14.7pp | 69.2%+30.2pp |
| Annual return | -0.78% | 3.44%-4.2pp | 61.98%-62.8pp | 10.78%-11.6pp |
| Employer contribution / active EE | $4,320 | $1,620+166.6% | $5,564-22.4% | $1,899+127.5% |
| Participant deferral / active EE | $3,909 | $1,985+96.9% | $4,895-20.1% | $3,046+28.3% |
| Admin fee / account holder | $59 | $86-31.3% | $11,611-99.5% | $91-35.2% |