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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $191,903 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $86,207 |
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 | $149,247 | $145,877+2.3% | $150,045-0.5% | $102,872+45.1% |
| Participation rate | 99.5% | 79.8%+19.6pp | 82.3%+17.1pp | 73.0%+26.4pp |
| Annual return | 21.97% | 21.37%+0.6pp | 62.55%-40.6pp | 19.06%+2.9pp |
| Employer contribution / active EE | $2,020 | $4,710-57.1% | $4,693-57.0% | $3,526-42.7% |
| Participant deferral / active EE | $13,047 | $9,491+37.5% | $7,997+63.2% | $5,535+135.7% |
| Admin fee / account holder | $93 | $176-47.3% | $13,435-99.3% | $292-68.3% |