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 | $1,300 |
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 | $464,428 | $73,102+535.3% | $123,544+275.9% | $56,287+725.1% |
| Participation rate | 99.2% | 74.3%+24.9pp | 82.3%+16.9pp | 69.9%+29.3pp |
| Annual return | -4.34% | 3.01%-7.3pp | 119.20%-123.5pp | -9.96%+5.6pp |
| Employer contribution / active EE | $15,682 | $2,977+426.8% | $4,628+238.9% | $2,111+642.9% |
| Participant deferral / active EE | $12,878 | $5,423+137.5% | $6,426+100.4% | $3,350+284.4% |
| Admin fee / account holder | $5 | $554-99.2% | $9,284-100.0% | $521-99.1% |