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 5-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.5+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $3,131 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,844 | $54,558-80.1% | $76,002-85.7% | $74,546-85.5% |
| Participation rate | 96.6% | 60.3%+36.3pp | 69.1%+27.5pp | 67.2%+29.4pp |
| Annual return | 12.28% | 31.83%-19.6pp | 360.07%-347.8pp | 1366.03%-1353.7pp |
| Employer contribution / active EE | $4,605 | $1,778+159.1% | $2,688+71.3% | $2,624+75.5% |
| Participant deferral / active EE | $442 | $3,065-85.6% | $4,257-89.6% | $4,347-89.8% |
| Admin fee / account holder | $8 | $2,232-99.6% | $6,414-99.9% | $1,944-99.6% |