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 7-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 Filed as: THE VANGUARD GROUP 23-1945930 Service code 15 | Recordkeeping | $11,935 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,489 | $58,083-51.0% | $80,019-64.4% | $56,287-49.4% |
| Participation rate | 99.1% | 73.6%+25.5pp | 75.8%+23.2pp | 69.9%+29.2pp |
| Annual return | -0.07% | 34.61%-34.7pp | 11.22%-11.3pp | -9.96%+9.9pp |
| Employer contribution / active EE | $6,314 | $1,932+226.8% | $2,468+155.9% | $2,111+199.1% |
| Participant deferral / active EE | $5,103 | $3,135+62.8% | $3,686+38.5% | $3,350+52.3% |
| Admin fee / account holder | $61 | $623-90.2% | $6,521-99.1% | $521-88.3% |