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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,875 |
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 | $692,704 | $80,177+764.0% | $123,892+459.1% | $57,658+1101.4% |
| Participation rate | 97.3% | 74.4%+22.9pp | 81.4%+15.9pp | 70.2%+27.1pp |
| Annual return | 8.12% | 17.90%-9.8pp | 47.52%-39.4pp | 5.13%+3.0pp |
| Employer contribution / active EE | $35,046 | $2,913+1103.2% | $4,617+659.1% | $1,974+1675.6% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $50 | $106-52.7% | $8,357-99.4% | $95-46.8% |