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.1 year Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $6,794 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $279 |
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 | $109,122 | $129,021-15.4% | $184,203-40.8% | $77,643+40.5% |
| Participation rate | 90.5% | 87.3%+3.2pp | 86.8%+3.7pp | 70.6%+19.9pp |
| Annual return | 18.70% | 33.27%-14.6pp | 28.81%-10.1pp | 31.24%-12.5pp |
| Employer contribution / active EE | $5,163 | $4,413+17.0% | $6,427-19.7% | $2,726+89.4% |
| Participant deferral / active EE | $11,899 | $7,297+63.1% | $9,131+30.3% | $4,647+156.1% |
| Admin fee / account holder | $20 | $254-92.2% | $13,901-99.9% | $430-95.4% |