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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $55,258 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $18,539 |
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 | $96,234 | $91,407+5.3% | $135,903-29.2% | $71,457+34.7% |
| Participation rate | 73.7% | 75.7%-1.9pp | 81.9%-8.2pp | 67.9%+5.8pp |
| Annual return | 19.70% | 29.90%-10.2pp | 68.23%-48.5pp | 28.85%-9.1pp |
| Employer contribution / active EE | $8,188 | $3,703+121.1% | $4,856+68.6% | $2,588+216.4% |
| Participant deferral / active EE | $13,164 | $7,092+85.6% | $7,758+69.7% | $4,289+206.9% |
| Admin fee / account holder | $101 | $1,266-92.0% | $10,762-99.1% | $1,587-93.6% |