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 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,756 | $132,049-51.0% | $200,582-67.7% | $74,304-12.8% |
| Participation rate | 96.7% | 84.1%+12.7pp | 86.9%+9.9pp | 60.3%+36.4pp |
| Annual return | 13.66% | 22.22%-8.6pp | 42.33%-28.7pp | 29.43%-15.8pp |
| Employer contribution / active EE | $6,217 | $4,558+36.4% | $6,419-3.1% | $2,241+177.4% |
| Participant deferral / active EE | $11,421 | $7,213+58.3% | $9,331+22.4% | $3,767+203.2% |
| Admin fee / account holder | $63 | $2,405-97.4% | $16,305-99.6% | $2,969-97.9% |