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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $38,690 |
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 | $371,732 | $73,102+408.5% | $123,544+200.9% | $56,287+560.4% |
| Participation rate | 98.0% | 74.3%+23.7pp | 82.3%+15.7pp | 69.9%+28.2pp |
| Annual return | -3.87% | 3.01%-6.9pp | 119.20%-123.1pp | -9.96%+6.1pp |
| Employer contribution / active EE | $15,405 | $2,977+417.5% | $4,628+232.9% | $2,111+629.7% |
| Participant deferral / active EE | $10,048 | $5,423+85.3% | $6,426+56.4% | $3,350+200.0% |
| Admin fee / account holder | $142 | $554-74.3% | $9,284-98.5% | $521-72.7% |