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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,281 |
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 | $353,379 | $50,464+600.3% | $75,781+366.3% | $52,331+575.3% |
| Participation rate | 83.2% | 66.8%+16.4pp | 75.8%+7.4pp | 68.1%+15.1pp |
| Annual return | 3.32% | 1.03%+2.3pp | 9.68%-6.4pp | 4.54%-1.2pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $3,323-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $6,227 | $2,570+142.2% | $3,651+70.5% | $3,022+106.0% |
| Admin fee / account holder | $15 | $1,103-98.6% | $5,299-99.7% | $592-97.4% |