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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $54,381 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $16,745 |
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 | $88,847 | $82,202+8.1% | $125,339-29.1% | $64,808+37.1% |
| Participation rate | 83.1% | 77.9%+5.2pp | 82.4%+0.7pp | 71.5%+11.7pp |
| Annual return | -17.09% | 3.48%-20.6pp | 572.05%-589.1pp | 32.82%-49.9pp |
| Employer contribution / active EE | $5,954 | $3,615+64.7% | $4,814+23.7% | $2,506+137.6% |
| Participant deferral / active EE | $8,592 | $7,175+19.7% | $7,446+15.4% | $4,310+99.3% |
| Admin fee / account holder | $104 | $163-36.0% | $10,010-99.0% | $188-44.4% |