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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,239 |
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 | $913,919 | $75,183+1115.6% | $123,892+637.7% | $55,167+1556.6% |
| Participation rate | 98.4% | 72.8%+25.6pp | 81.4%+17.0pp | 69.0%+29.4pp |
| Annual return | 8.28% | 19.01%-10.7pp | 47.52%-39.2pp | 169.23%-160.9pp |
| Employer contribution / active EE | $34,153 | $2,823+1109.6% | $4,617+639.8% | $1,963+1640.2% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $45 | $663-93.2% | $8,357-99.5% | $504-91.0% |