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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,581 |
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 | $305,063 | $55,449+450.2% | $83,848+263.8% | $56,287+442.0% |
| Participation rate | 98.4% | 68.0%+30.4pp | 76.1%+22.2pp | 69.9%+28.5pp |
| Annual return | 2.77% | -1.38%+4.1pp | 850.88%-848.1pp | -9.96%+12.7pp |
| Employer contribution / active EE | $5,056 | $2,430+108.0% | $3,631+39.3% | $2,111+139.5% |
| Participant deferral / active EE | $7,380 | $2,935+151.4% | $4,082+80.8% | $3,350+120.3% |
| Admin fee / account holder | $14 | $656-97.9% | $5,478-99.7% | $521-97.3% |