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 | $1,309 |
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 | $376,890 | $89,652+320.4% | $141,162+167.0% | $65,185+478.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 21.15% | 32.79%-11.6pp | 71.39%-50.2pp | 29.38%-8.2pp |
| Employer contribution / active EE | $11,879 | $3,065+287.6% | $4,735+150.9% | $2,177+445.8% |
| Participant deferral / active EE | $11,643 | $5,691+104.6% | $6,709+73.5% | $3,514+231.3% |
| Admin fee / account holder | $5 | $569-99.1% | $10,261-100.0% | $847-99.4% |