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.2 years Filed as: VANGUARD Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $19,996 |
Filed as: FIDELITY INVESTMENT INST. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,730 |
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 | $98,287 | $58,208+68.9% | $81,812+20.1% | $80,856+21.6% |
| Participation rate | 70.0% | 63.4%+6.6pp | 72.3%-2.3pp | 67.6%+2.4pp |
| Annual return | 18.59% | 41.66%-23.1pp | 773.79%-755.2pp | 35.59%-17.0pp |
| Employer contribution / active EE | $3,680 | $2,340+57.3% | $2,912+26.3% | $2,755+33.6% |
| Participant deferral / active EE | $7,216 | $3,281+119.9% | $4,319+67.1% | $4,296+68.0% |
| Admin fee / account holder | $124 | $4,981-97.5% | $7,386-98.3% | $6,918-98.2% |