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 | $21,153 |
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 | $251,551 | $80,753+211.5% | $136,294+84.6% | $62,292+303.8% |
| Participation rate | 98.2% | 73.5%+24.7pp | 81.9%+16.3pp | 69.5%+28.7pp |
| Annual return | 16.83% | 35.83%-19.0pp | 5155.94%-5139.1pp | 28.90%-12.1pp |
| Employer contribution / active EE | $11,197 | $2,884+288.3% | $4,695+138.5% | $2,042+448.3% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $62 | $525-88.3% | $9,243-99.3% | $479-87.1% |