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 | $16,118 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $355,728 | $99,957+255.9% | $149,696+137.6% | $73,488+384.1% |
| Participation rate | 84.5% | 75.7%+8.8pp | 82.5%+2.0pp | 70.7%+13.8pp |
| Annual return | 13.22% | 53.87%-40.7pp | 276.60%-263.4pp | 28.51%-15.3pp |
| Employer contribution / active EE | $1 | $3,191-100.0% | $4,644-100.0% | $2,270-99.9% |
| Participant deferral / active EE | $14,307 | $6,073+135.6% | $6,842+109.1% | $3,740+282.6% |
| Admin fee / account holder | $87 | $551-84.2% | $9,309-99.1% | $513-83.0% |