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 10-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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $101,418 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $30,268 |
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 | $129,754 | $50,982+154.5% | $154,803-16.2% | $85,563+51.6% |
| Participation rate | 93.5% | 59.8%+33.7pp | 78.1%+15.5pp | 66.0%+27.6pp |
| Annual return | 15.49% | 30.35%-14.9pp | 58.88%-43.4pp | 31.51%-16.0pp |
| Employer contribution / active EE | $1,876 | $1,708+9.8% | $4,305-56.4% | $2,654-29.3% |
| Participant deferral / active EE | $7,390 | $2,474+198.7% | $5,540+33.4% | $4,375+68.9% |
| Admin fee / account holder | $141 | $846-83.3% | $14,329-99.0% | $834-83.1% |