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 3-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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,986 |
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 | $633,853 | $88,324+617.6% | $115,037+451.0% | $55,191+1048.5% |
| Participation rate | 97.7% | 72.5%+25.1pp | 81.4%+16.3pp | 69.2%+28.5pp |
| Annual return | -0.37% | 6.30%-6.7pp | 26.14%-26.5pp | 10.78%-11.1pp |
| Employer contribution / active EE | $34,695 | $2,805+1136.9% | $4,608+653.0% | $1,899+1727.3% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $4 | $105-96.3% | $8,175-100.0% | $91-95.7% |