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.3 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $59,778 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,501 | $72,254-67.5% | $86,677-72.9% | $64,808-63.7% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.6%+6.7pp | 71.5%+11.8pp |
| Annual return | -15.90% | 392.42%-408.3pp | 35.91%-51.8pp | 32.82%-48.7pp |
| Employer contribution / active EE | $1,194 | $2,393-50.1% | $2,836-57.9% | $2,506-52.3% |
| Participant deferral / active EE | $2,345 | $4,658-49.7% | $4,656-49.6% | $4,310-45.6% |
| Admin fee / account holder | $78 | $174-55.2% | $7,493-99.0% | $188-58.6% |