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 | $197,324 |
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 | $344,674 | $88,874+287.8% | $123,544+179.0% | $75,289+357.8% |
| Participation rate | 98.5% | 75.9%+22.7pp | 82.3%+16.2pp | 72.4%+26.1pp |
| Annual return | -4.85% | 4.22%-9.1pp | 119.20%-124.0pp | -0.04%-4.8pp |
| Employer contribution / active EE | $11,898 | $3,256+265.4% | $4,628+157.1% | $2,405+394.7% |
| Participant deferral / active EE | $10,272 | $6,174+66.4% | $6,426+59.9% | $3,739+174.8% |
| Admin fee / account holder | $77 | $95-18.7% | $9,284-99.2% | $102-24.9% |