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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $53,539 |
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 | $348,045 | $59,839+481.6% | $81,983+324.5% | $79,858+335.8% |
| Participation rate | 98.8% | 61.6%+37.1pp | 69.2%+29.5pp | 69.6%+29.1pp |
| Annual return | 21.70% | 17.56%+4.1pp | 41.31%-19.6pp | 31.71%-10.0pp |
| Employer contribution / active EE | $7,013 | $1,713+309.3% | $2,498+180.7% | $2,471+183.8% |
| Participant deferral / active EE | $10,758 | $2,695+299.1% | $3,722+189.0% | $3,740+187.6% |
| Admin fee / account holder | $267 | $4,287-93.8% | $5,664-95.3% | $5,306-95.0% |