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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,748 |
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 | $291,264 | $94,529+208.1% | $140,016+108.0% | $64,186+353.8% |
| Participation rate | 90.0% | 84.1%+5.9pp | 87.5%+2.5pp | 69.6%+20.4pp |
| Annual return | -4.56% | 7.77%-12.3pp | 651.12%-655.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $15,380 | $3,812+303.4% | $5,606+174.4% | $2,381+546.0% |
| Participant deferral / active EE | $20,700 | $5,250+294.3% | $6,927+198.8% | $3,470+496.6% |
| Admin fee / account holder | $20 | $6,741-99.7% | $10,705-99.8% | $4,888-99.6% |