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.4+ years Filed as: VANGUARD GROUP, INC. Service code 13 · EIN 23-1945930 | Contract Administrator | $86,163 |
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD GROUP INC. Service code 59 | Shareholder Servicing | $0 |
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 | $308,826 | $62,543+393.8% | $83,333+270.6% | $55,725+454.2% |
| Participation rate | 94.7% | 78.4%+16.4pp | 77.8%+17.0pp | 70.9%+23.9pp |
| Annual return | -4.19% | 14.85%-19.0pp | 10.63%-14.8pp | 244.93%-249.1pp |
| Employer contribution / active EE | $14,367 | $2,427+491.9% | $3,379+325.2% | $2,078+591.3% |
| Participant deferral / active EE | $15,023 | $5,682+164.4% | $5,565+169.9% | $3,356+347.7% |
| Admin fee / account holder | $122 | $103+18.7% | $7,510-98.4% | $115+6.3% |