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 | $1,400 |
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 | $311,333 | $80,753+285.5% | $136,294+128.4% | $62,292+399.8% |
| Participation rate | 99.0% | 73.5%+25.5pp | 81.9%+17.1pp | 69.5%+29.5pp |
| Annual return | 20.42% | 35.83%-15.4pp | 5155.94%-5135.5pp | 28.90%-8.5pp |
| Employer contribution / active EE | $6,289 | $2,884+118.1% | $4,695+33.9% | $2,042+208.0% |
| Participant deferral / active EE | $8,533 | $5,164+65.2% | $6,247+36.6% | $3,169+169.2% |
| Admin fee / account holder | $4 | $525-99.3% | $9,243-100.0% | $479-99.3% |