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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $344,182 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $41,519 |
CHARLES SCHWAB & CO., INC.2 years Service code 99 | Other Fees | $0 |
Participant contribution per participant 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 | $64,086 | $121,719-47.3% | $154,803-58.6% | $140,769-54.5% |
| Participation rate | 99.6% | 76.3%+23.3pp | 78.1%+21.5pp | 74.2%+25.4pp |
| Annual return | 18.98% | 19.22%-0.2pp | 58.88%-39.9pp | 16.82%+2.2pp |
| Employer contribution / active EE | $5,085 | $2,466+106.2% | $4,305+18.1% | $3,906+30.2% |
| Participant deferral / active EE | $1,559 | $5,384-71.1% | $5,540-71.9% | $6,717-76.8% |
| Admin fee / account holder | $23 | $71-68.1% | $14,329-99.8% | $229-90.2% |