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 | $9,675 |
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 | $299,706 | $100,801+197.3% | $149,696+100.2% | $73,409+308.3% |
| Participation rate | 99.0% | 77.7%+21.3pp | 82.5%+16.5pp | 72.2%+26.8pp |
| Annual return | 16.50% | 265.34%-248.8pp | 276.60%-260.1pp | 59.29%-42.8pp |
| Employer contribution / active EE | $7,487 | $3,312+126.1% | $4,644+61.2% | $2,234+235.2% |
| Participant deferral / active EE | $9,845 | $6,404+53.7% | $6,842+43.9% | $3,805+158.7% |
| Admin fee / account holder | $9 | $181-95.3% | $9,309-99.9% | $158-94.6% |