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.2+ years Filed as: THE VANGUARD GROUP 23-1945930 Service code 15 | Recordkeeping | $13,027 |
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 | $38,844 | $66,310-41.4% | $93,606-58.5% | $65,185-40.4% |
| Participation rate | 99.1% | 74.0%+25.1pp | 75.8%+23.2pp | 70.2%+28.9pp |
| Annual return | 25.04% | 42.58%-17.5pp | 32.76%-7.7pp | 29.38%-4.3pp |
| Employer contribution / active EE | $7,709 | $2,012+283.1% | $2,718+183.6% | $2,177+254.2% |
| Participant deferral / active EE | $6,453 | $3,342+93.1% | $4,069+58.6% | $3,514+83.7% |
| Admin fee / account holder | $57 | $6,897-99.2% | $7,888-99.3% | $847-93.3% |