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.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $35,553 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,024 |
CHARLES SCHWAB & CO., INC.2 years Service code 99 | Other Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $565,822 | $50,982+1009.9% | $154,803+265.5% | $85,563+561.3% |
| Participation rate | 99.6% | 59.8%+39.8pp | 78.1%+21.5pp | 66.0%+33.6pp |
| Annual return | 17.01% | 30.35%-13.3pp | 58.88%-41.9pp | 31.51%-14.5pp |
| Employer contribution / active EE | $27,336 | $1,708+1500.2% | $4,305+534.9% | $2,654+930.2% |
| Participant deferral / active EE | $17,766 | $2,474+618.0% | $5,540+220.7% | $4,375+306.0% |
| Admin fee / account holder | $93 | $846-89.1% | $14,329-99.4% | $834-88.9% |