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 Service code 15 · EIN 23-1945930 | Recordkeeping | $9,624 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $311,582 | $86,332+260.9% | $125,175+148.9% | $65,185+378.0% |
| Participation rate | 97.3% | 75.3%+22.0pp | 79.8%+17.5pp | 70.2%+27.1pp |
| Annual return | 4.63% | 27.43%-22.8pp | 43.79%-39.2pp | 29.38%-24.8pp |
| Employer contribution / active EE | $15,710 | $2,040+670.2% | $3,865+306.4% | $2,177+621.7% |
| Participant deferral / active EE | $0 | $3,537-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $24 | $609-96.0% | $9,702-99.8% | $847-97.2% |