Filed June 6, 2022
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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,132,795 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $79,537 |
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 | $49,612 | $96,188-48.4% | $75,972-34.7% | $99,062-49.9% |
| Participation rate | 89.0% | 72.7%+16.3pp | 69.1%+20.0pp | 71.6%+17.4pp |
| Annual return | 13.48% | 16.48%-3.0pp | 359.55%-346.1pp | 17.66%-4.2pp |
| Employer contribution / active EE | $2,080 | $3,167-34.3% | $2,685-22.5% | $3,262-36.2% |
| Participant deferral / active EE | $3,641 | $4,842-24.8% | $4,255-14.4% | $5,331-31.7% |
| Admin fee / account holder | $94 | $87+7.7% | $6,467-98.5% | $109-13.7% |