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 ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $97,466 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $33,024 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $81,114 | $110,299-26.5% | $102,423-20.8% | $199,593-59.4% |
| Participation rate | 97.9% | 86.3%+11.6pp | 76.5%+21.4pp | 72.0%+25.9pp |
| Annual return | 17.31% | 35.73%-18.4pp | 29.32%-12.0pp | 34.25%-16.9pp |
| Employer contribution / active EE | $2,515 | $3,603-30.2% | $3,023-16.8% | $3,034-17.1% |
| Participant deferral / active EE | $3,442 | $6,376-46.0% | $5,053-31.9% | $5,087-32.3% |
| Admin fee / account holder | $91 | $122-25.8% | $9,451-99.0% | $269-66.2% |