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 | $19,805 |
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 | $22,738 | $34,934-34.9% | $56,411-59.7% | $74,495-69.5% |
| Participation rate | 94.1% | 32.8%+61.2pp | 52.5%+41.6pp | 67.2%+26.9pp |
| Annual return | 16.44% | 25.94%-9.5pp | 1701.33%-1684.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $2,376 | $609+290.1% | $1,039+128.7% | $2,623-9.4% |
| Participant deferral / active EE | $2,383 | $1,170+103.6% | $1,952+22.1% | $4,346-45.2% |
| Admin fee / account holder | $152 | $2,364-93.6% | $2,829-94.6% | $1,942-92.2% |