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 4-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 Service code 15 · EIN 23-1945930 | Recordkeeping | $70,767 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $5,213 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,743 | $64,612-15.3% | $86,436-36.7% | $64,808-15.5% |
| Participation rate | 99.3% | 81.5%+17.8pp | 80.3%+19.0pp | 71.5%+27.8pp |
| Annual return | 5072.50% | 0.66%+5071.8pp | 4394.89%+677.6pp | 32.82%+5039.7pp |
| Employer contribution / active EE | $2,358 | $2,744-14.1% | $3,769-37.4% | $2,506-5.9% |
| Participant deferral / active EE | $8,231 | $7,497+9.8% | $6,952+18.4% | $4,310+91.0% |
| Admin fee / account holder | $80 | $169-52.7% | $6,731-98.8% | $188-57.5% |