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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,792 |
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 | $337,334 | $66,302+408.8% | $110,238+206.0% | $56,287+499.3% |
| Participation rate | 98.1% | 74.9%+23.2pp | 79.8%+18.3pp | 69.9%+28.2pp |
| Annual return | 9.91% | -1.18%+11.1pp | 314.74%-304.8pp | -9.96%+19.9pp |
| Employer contribution / active EE | $13,478 | $2,047+558.4% | $3,826+252.2% | $2,111+538.5% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $20 | $698-97.2% | $8,547-99.8% | $521-96.2% |