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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $39,570 |
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 | $386,484 | $80,753+378.6% | $136,294+183.6% | $62,292+520.4% |
| Participation rate | 97.5% | 73.5%+24.0pp | 81.9%+15.6pp | 69.5%+28.0pp |
| Annual return | 16.25% | 35.83%-19.6pp | 5155.94%-5139.7pp | 28.90%-12.6pp |
| Employer contribution / active EE | $15,949 | $2,884+453.1% | $4,695+239.7% | $2,042+681.0% |
| Participant deferral / active EE | $9,578 | $5,164+85.5% | $6,247+53.3% | $3,169+202.2% |
| Admin fee / account holder | $147 | $525-72.0% | $9,243-98.4% | $479-69.3% |