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 | $156,371 |
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 | $295,822 | $100,801+193.5% | $149,696+97.6% | $73,409+303.0% |
| Participation rate | 94.6% | 77.7%+16.9pp | 82.5%+12.2pp | 72.2%+22.5pp |
| Annual return | 17.80% | 265.34%-247.5pp | 276.60%-258.8pp | 59.29%-41.5pp |
| Employer contribution / active EE | $881 | $3,312-73.4% | $4,644-81.0% | $2,234-60.6% |
| Participant deferral / active EE | $8,766 | $6,404+36.9% | $6,842+28.1% | $3,805+130.4% |
| Admin fee / account holder | $125 | $181-31.1% | $9,309-98.7% | $158-21.1% |