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.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $116,207 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $36,640 |
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 | $89,700 | $128,899-30.4% | $113,168-20.7% | $102,872-12.8% |
| Participation rate | 97.7% | 87.0%+10.7pp | 76.6%+21.1pp | 73.0%+24.7pp |
| Annual return | 16.13% | 15.88%+0.3pp | 24.27%-8.1pp | 19.06%-2.9pp |
| Employer contribution / active EE | $2,591 | $3,713-30.2% | $2,975-12.9% | $3,526-26.5% |
| Participant deferral / active EE | $3,422 | $6,787-49.6% | $5,107-33.0% | $5,535-38.2% |
| Admin fee / account holder | $99 | $129-23.6% | $12,068-99.2% | $292-66.2% |