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 | $5,156 |
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 | $257,688 | $49,280+422.9% | $67,313+282.8% | $64,186+301.5% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -5.07% | -1.39%-3.7pp | -4.08%-1.0pp | 7.63%-12.7pp |
| Employer contribution / active EE | $5,562 | $1,668+233.4% | $2,566+116.8% | $2,381+133.6% |
| Participant deferral / active EE | $9,432 | $2,484+279.7% | $3,568+164.3% | $3,470+171.8% |
| Admin fee / account holder | $24 | $3,863-99.4% | $4,507-99.5% | $4,888-99.5% |