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 | $12,236 |
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 | $303,889 | $57,384+429.6% | $106,387+185.6% | $56,287+439.9% |
| Participation rate | 99.5% | 71.3%+28.2pp | 77.5%+22.1pp | 69.9%+29.7pp |
| Annual return | -4.72% | 5.91%-10.6pp | 0.25%-5.0pp | -9.96%+5.2pp |
| Employer contribution / active EE | $15,157 | $2,348+545.5% | $3,520+330.6% | $2,111+618.0% |
| Participant deferral / active EE | $0 | $3,799-100.0% | $5,421-100.0% | $3,350-100.0% |
| Admin fee / account holder | $49 | $566-91.3% | $7,510-99.3% | $521-90.6% |