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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $173,589 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $97,033 |
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 | $173,417 | $107,459+61.4% | $135,903+27.6% | $80,160+116.3% |
| Participation rate | 97.6% | 78.0%+19.6pp | 81.9%+15.7pp | 72.9%+24.7pp |
| Annual return | 19.02% | 91.91%-72.9pp | 68.23%-49.2pp | 40.38%-21.4pp |
| Employer contribution / active EE | $3,332 | $3,877-14.1% | $4,856-31.4% | $2,978+11.9% |
| Participant deferral / active EE | $11,830 | $8,195+44.4% | $7,758+52.5% | $5,017+135.8% |
| Admin fee / account holder | $75 | $127-40.6% | $10,762-99.3% | $145-47.9% |