Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 Service code 15 · EIN 36-7249295 | Recordkeeping | $16,203 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,756 | $128,603-49.6% | $197,124-67.1% | $67,986-4.8% |
| Participation rate | 96.7% | 81.7%+15.1pp | 86.7%+10.0pp | 57.2%+39.5pp |
| Annual return | 13.66% | 23.77%-10.1pp | 44.34%-30.7pp | 31.67%-18.0pp |
| Employer contribution / active EE | $6,217 | $4,379+42.0% | $6,227-0.2% | $2,019+208.0% |
| Participant deferral / active EE | $11,421 | $6,840+67.0% | $9,135+25.0% | $3,358+240.1% |
| Admin fee / account holder | $63 | $3,035-97.9% | $16,298-99.6% | $3,203-98.0% |