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.1 year Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-2811930 | Recordkeeping | $109,879 |
Service code 99 · EIN 38-2340348 | Other Fees | $6,964 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $5,429 |
Service code 99 | Other Fees | $0 |
THE VANGUARD GROUP, INC.2 years Service code 99 | Other Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $380,916 | $108,719+250.4% | $101,326+275.9% | $85,563+345.2% |
| Participation rate | 95.5% | 80.9%+14.6pp | 81.5%+14.0pp | 66.0%+29.5pp |
| Annual return | 16.33% | 20.95%-4.6pp | 36.82%-20.5pp | 31.51%-15.2pp |
| Employer contribution / active EE | $16,119 | $3,114+417.6% | $3,665+339.8% | $2,654+507.4% |
| Participant deferral / active EE | $18,295 | $8,545+114.1% | $7,994+128.9% | $4,375+318.2% |
| Admin fee / account holder | $128 | $685-81.3% | $11,185-98.9% | $834-84.6% |