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.3+ years Filed as: VANGUARD GROUP, INC. Service code 16 · EIN 23-1945930 | Consulting | $16,365 |
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 | $53,152 | $38,833+36.9% | $78,778-32.5% | $77,958-31.8% |
| Participation rate | 96.9% | 60.9%+35.9pp | 69.2%+27.7pp | 71.6%+25.2pp |
| Annual return | 17.09% | 20.31%-3.2pp | 35.62%-18.5pp | 20.87%-3.8pp |
| Employer contribution / active EE | $852 | $840+1.5% | $1,986-57.1% | $2,310-63.1% |
| Participant deferral / active EE | $4,683 | $1,776+163.7% | $2,958+58.3% | $3,537+32.4% |
| Admin fee / account holder | $3 | $89-97.1% | $5,134-99.9% | $97-97.3% |