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 | $2,175 |
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 | $268,404 | $100,801+166.3% | $149,696+79.3% | $73,409+265.6% |
| Participation rate | 73.7% | 77.7%-4.0pp | 82.5%-8.7pp | 72.2%+1.6pp |
| Annual return | 13.63% | 265.34%-251.7pp | 276.60%-263.0pp | 59.29%-45.7pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $10,282 | $6,404+60.6% | $6,842+50.3% | $3,805+170.2% |
| Admin fee / account holder | $4 | $181-97.5% | $9,309-100.0% | $158-97.2% |