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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,795 |
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 | $474,726 | $63,346+649.4% | $92,233+414.7% | $70,131+576.9% |
| Participation rate | 98.9% | 68.7%+30.3pp | 76.5%+22.5pp | 69.5%+29.4pp |
| Annual return | 43.71% | 530.12%-486.4pp | 176.28%-132.6pp | 73.14%-29.4pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $8,251 | $2,854+189.1% | $3,897+111.7% | $3,332+147.7% |
| Admin fee / account holder | $12 | $3,840-99.7% | $5,194-99.8% | $4,645-99.7% |