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 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $12,679 |
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 | $67,772 | $72,607-6.7% | $90,749-25.3% | $66,914+1.3% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -15.98% | -12.28%-3.7pp | -12.16%-3.8pp | 1.58%-17.6pp |
| Employer contribution / active EE | $8,327 | $2,369+251.6% | $2,921+185.1% | $2,544+227.3% |
| Participant deferral / active EE | $7,033 | $3,977+76.8% | $4,564+54.1% | $4,237+66.0% |
| Admin fee / account holder | $80 | $707-88.7% | $8,445-99.1% | $593-86.6% |