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 | $10,130 |
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 | $257,571 | $88,122+192.3% | $141,162+82.5% | $67,579+281.1% |
| Participation rate | 98.3% | 76.5%+21.8pp | 82.5%+15.8pp | 71.3%+27.0pp |
| Annual return | 24.42% | 75.40%-51.0pp | 71.39%-47.0pp | 378.56%-354.1pp |
| Employer contribution / active EE | $7,009 | $3,224+117.4% | $4,735+48.0% | $2,148+226.3% |
| Participant deferral / active EE | $9,208 | $5,958+54.6% | $6,709+37.3% | $3,539+160.2% |
| Admin fee / account holder | $7 | $131-94.4% | $10,261-99.9% | $142-94.9% |