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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,098 |
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 | $401,964 | $99,957+302.1% | $149,696+168.5% | $73,488+447.0% |
| Participation rate | 99.5% | 75.7%+23.8pp | 82.5%+17.0pp | 70.7%+28.8pp |
| Annual return | 15.54% | 53.87%-38.3pp | 276.60%-261.1pp | 28.51%-13.0pp |
| Employer contribution / active EE | $10,396 | $3,191+225.8% | $4,644+123.8% | $2,270+358.0% |
| Participant deferral / active EE | $19,227 | $6,073+216.6% | $6,842+181.0% | $3,740+414.1% |
| Admin fee / account holder | $75 | $551-86.4% | $9,309-99.2% | $513-85.4% |