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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,230 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $355,437 | $73,823+381.5% | $379,746-6.4% | $73,488+383.7% |
| Participation rate | 99.1% | 73.1%+26.0pp | 78.4%+20.7pp | 70.7%+28.5pp |
| Annual return | 10.86% | 29.06%-18.2pp | 34.90%-24.0pp | 28.51%-17.6pp |
| Employer contribution / active EE | $14,216 | $2,472+475.1% | $3,540+301.6% | $2,270+526.2% |
| Participant deferral / active EE | $0 | $4,038-100.0% | $6,024-100.0% | $3,740-100.0% |
| Admin fee / account holder | $50 | $607-91.8% | $7,927-99.4% | $513-90.3% |