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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $139,726 |
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 | $255,160 | $88,122+189.6% | $141,162+80.8% | $67,579+277.6% |
| Participation rate | 95.1% | 76.5%+18.6pp | 82.5%+12.6pp | 71.3%+23.8pp |
| Annual return | 20.13% | 75.40%-55.3pp | 71.39%-51.3pp | 378.56%-358.4pp |
| Employer contribution / active EE | $3,624 | $3,224+12.4% | $4,735-23.5% | $2,148+68.7% |
| Participant deferral / active EE | $9,992 | $5,958+67.7% | $6,709+48.9% | $3,539+182.3% |
| Admin fee / account holder | $105 | $131-20.0% | $10,261-99.0% | $142-26.4% |