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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $194,759 |
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 | $419,607 | $101,523+313.3% | $141,162+197.3% | $77,787+439.4% |
| Participation rate | 96.9% | 77.4%+19.6pp | 82.5%+14.5pp | 73.2%+23.7pp |
| Annual return | 22.58% | 56.22%-33.6pp | 71.39%-48.8pp | 32.57%-10.0pp |
| Employer contribution / active EE | $12,019 | $3,341+259.7% | $4,735+153.8% | $2,504+379.9% |
| Participant deferral / active EE | $10,492 | $6,434+63.1% | $6,709+56.4% | $3,967+164.5% |
| Admin fee / account holder | $77 | $92-15.7% | $10,261-99.2% | $100-22.9% |