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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $59,050 |
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 | $369,335 | $88,515+317.3% | $162,163+127.8% | $67,579+446.5% |
| Participation rate | 98.6% | 86.8%+11.8pp | 87.6%+11.0pp | 71.3%+27.3pp |
| Annual return | 22.36% | 27.04%-4.7pp | 115.59%-93.2pp | 378.56%-356.2pp |
| Employer contribution / active EE | $14,246 | $3,563+299.8% | $5,614+153.8% | $2,148+563.3% |
| Participant deferral / active EE | $11,136 | $5,724+94.6% | $7,298+52.6% | $3,539+214.6% |
| Admin fee / account holder | $126 | $124+1.8% | $10,843-98.8% | $142-11.6% |