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 9-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 Service code 15 · EIN 23-1945930 | Recordkeeping | $86,758 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $6,078 |
Service code 99 | Other Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,803 | $167,668-65.5% | $100,391-42.4% | $106,382-45.7% |
| Participation rate | 98.0% | 87.6%+10.4pp | 81.5%+16.5pp | 69.9%+28.1pp |
| Annual return | 26.88% | 18.33%+8.6pp | 49.20%-22.3pp | 17.37%+9.5pp |
| Employer contribution / active EE | $7,524 | $4,908+53.3% | $3,942+90.9% | $3,364+123.7% |
| Participant deferral / active EE | $17,887 | $11,427+56.5% | $8,082+121.3% | $5,569+221.2% |
| Admin fee / account holder | $8 | $94-91.8% | $7,899-99.9% | $79-90.2% |