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 year Service code 15 · EIN 23-1945930 | Recordkeeping | $59,741 |
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 | $250,849 | $88,874+182.3% | $123,544+103.0% | $75,289+233.2% |
| Participation rate | 98.4% | 75.9%+22.5pp | 82.3%+16.1pp | 72.4%+25.9pp |
| Annual return | -1.37% | 4.22%-5.6pp | 119.20%-120.6pp | -0.04%-1.3pp |
| Employer contribution / active EE | $11,165 | $3,256+242.9% | $4,628+141.3% | $2,405+364.2% |
| Participant deferral / active EE | $10,572 | $6,174+71.2% | $6,426+64.5% | $3,739+182.8% |
| Admin fee / account holder | $74 | $95-21.8% | $9,284-99.2% | $102-27.8% |