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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,893 |
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 | $416,291 | $63,924+551.2% | $108,579+283.4% | $55,167+654.6% |
| Participation rate | 93.4% | 74.3%+19.1pp | 79.6%+13.8pp | 69.0%+24.4pp |
| Annual return | 5.75% | 15.31%-9.6pp | -51.70%+57.4pp | 169.23%-163.5pp |
| Employer contribution / active EE | $14,415 | $1,879+667.1% | $3,758+283.5% | $1,963+634.5% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $50 | $618-91.9% | $7,645-99.3% | $504-90.0% |