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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $190,565 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $480,350 | $127,481+276.8% | $149,696+220.9% | $90,288+432.0% |
| Participation rate | 98.2% | 78.2%+20.0pp | 82.5%+15.8pp | 73.4%+24.9pp |
| Annual return | 13.77% | 57.78%-44.0pp | 276.60%-262.8pp | 53.97%-40.2pp |
| Employer contribution / active EE | $12,700 | $3,448+268.4% | $4,644+173.5% | $2,524+403.2% |
| Participant deferral / active EE | $11,425 | $6,975+63.8% | $6,842+67.0% | $4,232+170.0% |
| Admin fee / account holder | $84 | $152-44.7% | $9,309-99.1% | $114-26.4% |