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 | $79,491 |
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 | $273,000 | $79,519+243.3% | $95,952+184.5% | $73,409+271.9% |
| Participation rate | 98.1% | 81.2%+16.9pp | 77.1%+21.1pp | 72.2%+26.0pp |
| Annual return | 19.93% | 19.20%+0.7pp | 91.61%-71.7pp | 59.29%-39.4pp |
| Employer contribution / active EE | $5,496 | $2,048+168.4% | $2,541+116.3% | $2,234+146.0% |
| Participant deferral / active EE | $13,636 | $4,138+229.5% | $4,167+227.3% | $3,805+258.3% |
| Admin fee / account holder | $104 | $184-43.4% | $6,795-98.5% | $158-33.9% |