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.3+ years Filed as: THE VANGUARD GROUP 23-1945930 Service code 15 | Recordkeeping | $13,742 |
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 | $59,956 | $70,908-15.4% | $98,907-39.4% | $73,488-18.4% |
| Participation rate | 100.0% | 73.8%+26.2pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 15.92% | 34.17%-18.2pp | 196.43%-180.5pp | 28.51%-12.6pp |
| Employer contribution / active EE | $7,878 | $2,036+286.9% | $2,689+193.0% | $2,270+247.1% |
| Participant deferral / active EE | $6,612 | $3,500+88.9% | $4,244+55.8% | $3,740+76.8% |
| Admin fee / account holder | $59 | $535-88.9% | $6,642-99.1% | $513-88.4% |