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.4 years Filed as: THE VANGUARD GROUP, IMC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,447 |
THE VANGUARD GROUP, INC.4 years Service code 99 | Other Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $563,704 | $88,370+537.9% | $112,977+399.0% | $79,858+605.9% |
| Participation rate | 93.7% | 76.8%+16.9pp | 82.6%+11.1pp | 69.6%+24.0pp |
| Annual return | 16.57% | 23.16%-6.6pp | 24.24%-7.7pp | 31.71%-15.1pp |
| Employer contribution / active EE | $21,392 | $3,398+529.6% | $4,255+402.8% | $2,471+765.8% |
| Participant deferral / active EE | $19,197 | $4,536+323.3% | $5,836+229.0% | $3,740+413.3% |
| Admin fee / account holder | $14 | $5,750-99.8% | $6,294-99.8% | $5,306-99.7% |