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 | $1,898 |
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 | $422,624 | $99,957+322.8% | $149,696+182.3% | $73,488+475.1% |
| Participation rate | 99.1% | 75.7%+23.4pp | 82.5%+16.6pp | 70.7%+28.4pp |
| Annual return | 16.49% | 53.87%-37.4pp | 276.60%-260.1pp | 28.51%-12.0pp |
| Employer contribution / active EE | $12,260 | $3,191+284.2% | $4,644+164.0% | $2,270+440.1% |
| Participant deferral / active EE | $13,243 | $6,073+118.1% | $6,842+93.6% | $3,740+254.1% |
| Admin fee / account holder | $10 | $551-98.2% | $9,309-99.9% | $513-98.1% |