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.1+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $125,722 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $36,340 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $218,868 | $114,195+91.7% | $106,548+105.4% | $93,030+135.3% |
| Participation rate | 98.3% | 86.4%+11.9pp | 76.1%+22.1pp | 73.9%+24.4pp |
| Annual return | -5.18% | 22.18%-27.4pp | 26.80%-32.0pp | 158.70%-163.9pp |
| Employer contribution / active EE | $6,070 | $4,009+51.4% | $2,819+115.3% | $2,706+124.3% |
| Participant deferral / active EE | $8,511 | $5,908+44.1% | $4,398+93.5% | $4,562+86.6% |
| Admin fee / account holder | $101 | $105-3.3% | $7,407-98.6% | $152-33.2% |