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 5-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 Service code 15 · EIN 23-1945930 | Recordkeeping | $55,701 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $14,139 |
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 | $94,209 | $104,317-9.7% | $159,436-40.9% | $86,799+8.5% |
| Participation rate | 84.4% | 77.7%+6.6pp | 82.8%+1.5pp | 72.3%+12.1pp |
| Annual return | 15.35% | 26.32%-11.0pp | 263.57%-248.2pp | 97.91%-82.6pp |
| Employer contribution / active EE | $6,737 | $3,451+95.2% | $4,829+39.5% | $2,405+180.1% |
| Participant deferral / active EE | $9,651 | $6,837+41.2% | $7,352+31.3% | $4,131+133.6% |
| Admin fee / account holder | $89 | $172-48.3% | $10,799-99.2% | $170-47.4% |