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 | $15,894 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $327,280 | $89,652+265.1% | $141,162+131.8% | $65,185+402.1% |
| Participation rate | 83.2% | 74.7%+8.5pp | 82.5%+0.7pp | 70.2%+13.0pp |
| Annual return | 18.50% | 32.79%-14.3pp | 71.39%-52.9pp | 29.38%-10.9pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $13,779 | $5,691+142.1% | $6,709+105.4% | $3,514+292.1% |
| Admin fee / account holder | $86 | $569-84.9% | $10,261-99.2% | $847-89.9% |