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 3-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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $58,577 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $27,233 |
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 | $120,072 | $106,236+13.0% | $112,228+7.0% | $64,808+85.3% |
| Participation rate | 92.2% | 71.7%+20.5pp | 75.1%+17.1pp | 71.5%+20.7pp |
| Annual return | 0.00% | -6.02%+6.0pp | 27.45%-27.4pp | 32.82%-32.8pp |
| Employer contribution / active EE | $4,095 | $3,166+29.3% | $3,635+12.7% | $2,506+63.4% |
| Participant deferral / active EE | $8,925 | $3,785+135.8% | $4,728+88.8% | $4,310+107.1% |
| Admin fee / account holder | $117 | $452-74.0% | $6,410-98.2% | $188-37.5% |