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.1 year Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,300 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,189 | $56,640+61.0% | $80,975+12.6% | $57,658+58.2% |
| Participation rate | 92.9% | 75.9%+17.0pp | 75.8%+17.1pp | 70.2%+22.7pp |
| Annual return | 40.30% | 19.97%+20.3pp | 17.10%+23.2pp | 5.13%+35.2pp |
| Employer contribution / active EE | $1,423 | $2,085-31.8% | $3,714-61.7% | $1,974-27.9% |
| Participant deferral / active EE | $7,193 | $4,944+45.5% | $5,696+26.3% | $3,061+135.0% |
| Admin fee / account holder | $7 | $87-92.1% | $5,516-99.9% | $95-92.7% |