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.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $483,313 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $434,403 |
Service code 99 | Other Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,255 | $119,627+14.7% | $146,958-6.6% | $99,062+38.6% |
| Participation rate | 98.5% | 73.4%+25.0pp | 82.2%+16.3pp | 71.6%+26.8pp |
| Annual return | 15.00% | 28.82%-13.8pp | 418.34%-403.3pp | 17.66%-2.7pp |
| Employer contribution / active EE | $4,212 | $4,153+1.4% | $4,933-14.6% | $3,262+29.1% |
| Participant deferral / active EE | $10,920 | $7,997+36.5% | $8,070+35.3% | $5,331+104.8% |
| Admin fee / account holder | $90 | $150-39.8% | $12,998-99.3% | $109-17.4% |