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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,405 |
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 | $269,701 | $75,183+258.7% | $123,892+117.7% | $55,167+388.9% |
| Participation rate | 94.5% | 72.8%+21.7pp | 81.4%+13.1pp | 69.0%+25.5pp |
| Annual return | 8.78% | 19.01%-10.2pp | 47.52%-38.7pp | 169.23%-160.4pp |
| Employer contribution / active EE | $2,764 | $2,823-2.1% | $4,617-40.1% | $1,963+40.8% |
| Participant deferral / active EE | $7,914 | $5,084+55.7% | $5,984+32.3% | $3,054+159.1% |
| Admin fee / account holder | $3 | $663-99.5% | $8,357-100.0% | $504-99.3% |