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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $142,010 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $62,685 |
Service code 10 · EIN 95-4345526 | Accounting | $19,500 |
Service code 99 | Other Fees | $0 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $313,735 | $106,028+195.9% | $146,958+113.5% | $77,643+304.1% |
| Participation rate | 96.4% | 78.4%+18.1pp | 82.2%+14.3pp | 70.6%+25.9pp |
| Annual return | 13.60% | 56.73%-43.1pp | 418.34%-404.7pp | 31.24%-17.6pp |
| Employer contribution / active EE | $9,203 | $4,063+126.5% | $4,933+86.6% | $2,726+237.6% |
| Participant deferral / active EE | $14,736 | $7,990+84.4% | $8,070+82.6% | $4,647+217.1% |
| Admin fee / account holder | $162 | $337-51.9% | $12,998-98.8% | $430-62.3% |