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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,477 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $296,087 | $69,362+326.9% | $101,248+192.4% | $73,488+302.9% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 11.49% | 18.46%-7.0pp | 46.47%-35.0pp | 28.51%-17.0pp |
| Employer contribution / active EE | $3,234 | $2,628+23.0% | $3,660-11.6% | $2,270+42.5% |
| Participant deferral / active EE | $8,456 | $3,300+156.3% | $4,370+93.5% | $3,740+126.1% |
| Admin fee / account holder | $26 | $704-96.4% | $5,945-99.6% | $513-95.0% |