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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,115 |
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 | $283,744 | $46,297+512.9% | $71,671+295.9% | $62,292+355.5% |
| Participation rate | 89.8% | 60.6%+29.1pp | 68.7%+21.0pp | 69.5%+20.3pp |
| Annual return | 17.97% | 22.32%-4.4pp | 20.65%-2.7pp | 28.90%-10.9pp |
| Employer contribution / active EE | $6,247 | $1,412+342.5% | $2,460+154.0% | $2,042+205.9% |
| Participant deferral / active EE | $9,563 | $2,235+327.8% | $3,438+178.2% | $3,169+201.8% |
| Admin fee / account holder | $2 | $461-99.5% | $5,558-100.0% | $479-99.5% |