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 | $12,498 |
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 | $320,916 | $64,954+394.1% | $115,752+177.2% | $62,292+415.2% |
| Participation rate | 99.5% | 73.0%+26.5pp | 77.8%+21.8pp | 69.5%+30.0pp |
| Annual return | 14.08% | 24.87%-10.8pp | 19.41%-5.3pp | 28.90%-14.8pp |
| Employer contribution / active EE | $13,294 | $2,344+467.3% | $3,492+280.7% | $2,042+551.0% |
| Participant deferral / active EE | $0 | $3,665-100.0% | $5,204-100.0% | $3,169-100.0% |
| Admin fee / account holder | $49 | $414-88.1% | $6,278-99.2% | $479-89.7% |