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.5+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $106,757 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $33,088 |
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 | $222,707 | $104,919+112.3% | $116,228+91.6% | $85,563+160.3% |
| Participation rate | 95.3% | 78.6%+16.7pp | 74.6%+20.8pp | 66.0%+29.4pp |
| Annual return | 18.51% | 15.38%+3.1pp | 90.06%-71.5pp | 31.51%-13.0pp |
| Employer contribution / active EE | $11,591 | $3,485+232.5% | $2,994+287.1% | $2,654+336.8% |
| Participant deferral / active EE | $14,052 | $5,306+164.8% | $4,953+183.7% | $4,375+221.2% |
| Admin fee / account holder | $104 | $429-75.8% | $11,989-99.1% | $834-87.6% |