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.2 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $36,934 |
THE VANGUARD GROUP, INC.5+ years Service code 60 | Sub-TA Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $253,649 | $88,122+187.8% | $141,162+79.7% | $67,579+275.3% |
| Participation rate | 98.1% | 76.5%+21.7pp | 82.5%+15.7pp | 71.3%+26.9pp |
| Annual return | 24.06% | 75.40%-51.3pp | 71.39%-47.3pp | 378.56%-354.5pp |
| Employer contribution / active EE | $4,096 | $3,224+27.0% | $4,735-13.5% | $2,148+90.7% |
| Participant deferral / active EE | $9,067 | $5,958+52.2% | $6,709+35.1% | $3,539+156.2% |
| Admin fee / account holder | $91 | $131-30.2% | $10,261-99.1% | $142-35.8% |