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 9-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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,035 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $69,933 | $89,739-22.1% | $149,718-53.3% | $62,292+12.3% |
| Participation rate | 82.7% | 85.1%-2.4pp | 87.1%-4.3pp | 69.5%+13.2pp |
| Annual return | 26.44% | 21.01%+5.4pp | 1501.63%-1475.2pp | 28.90%-2.5pp |
| Employer contribution / active EE | $4,898 | $3,233+51.5% | $5,445-10.0% | $2,042+139.8% |
| Participant deferral / active EE | $9,835 | $4,797+105.0% | $6,569+49.7% | $3,169+210.3% |
| Admin fee / account holder | $19 | $551-96.5% | $11,283-99.8% | $479-96.0% |