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 | $8,151 |
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 | $313,503 | $55,706+462.8% | $75,886+313.1% | $72,985+329.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 21.21% | 27.59%-6.4pp | 30.76%-9.5pp | 81.00%-59.8pp |
| Employer contribution / active EE | $7,321 | $1,687+334.1% | $2,500+192.8% | $2,440+200.1% |
| Participant deferral / active EE | $10,559 | $2,634+300.9% | $3,603+193.1% | $3,607+192.7% |
| Admin fee / account holder | $40 | $3,978-99.0% | $5,418-99.3% | $5,124-99.2% |