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 | $140,087 |
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 | $369,611 | $96,458+283.2% | $136,294+171.2% | $77,958+374.1% |
| Participation rate | 95.4% | 75.4%+20.0pp | 81.9%+13.5pp | 71.6%+23.8pp |
| Annual return | 165.36% | 23.78%+141.6pp | 5155.94%-4990.6pp | 20.87%+144.5pp |
| Employer contribution / active EE | $0 | $3,144-100.0% | $4,695-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $9,249 | $5,902+56.7% | $6,247+48.1% | $3,537+161.5% |
| Admin fee / account holder | $54 | $80-32.8% | $9,243-99.4% | $97-44.4% |