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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $165,803 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $114,369 |
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 | $191,887 | $122,186+57.0% | $146,958+30.6% | $199,593-3.9% |
| Participation rate | 97.6% | 78.3%+19.3pp | 82.2%+15.4pp | 72.0%+25.6pp |
| Annual return | 13.41% | 30.56%-17.2pp | 418.34%-404.9pp | 34.25%-20.8pp |
| Employer contribution / active EE | $3,373 | $4,093-17.6% | $4,933-31.6% | $3,034+11.2% |
| Participant deferral / active EE | $12,347 | $8,502+45.2% | $8,070+53.0% | $5,087+142.7% |
| Admin fee / account holder | $80 | $179-55.1% | $12,998-99.4% | $269-70.2% |