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 | $4,840 |
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 | $264,146 | $74,347+255.3% | $93,606+182.2% | $67,579+290.9% |
| Participation rate | 98.9% | 80.6%+18.3pp | 75.8%+23.1pp | 71.3%+27.6pp |
| Annual return | 25.14% | 28.07%-2.9pp | 32.76%-7.6pp | 378.56%-353.4pp |
| Employer contribution / active EE | $16,392 | $2,583+534.6% | $2,718+503.1% | $2,148+663.2% |
| Participant deferral / active EE | $12,767 | $4,060+214.5% | $4,069+213.8% | $3,539+260.7% |
| Admin fee / account holder | $11 | $123-91.1% | $7,888-99.9% | $142-92.3% |