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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,380 |
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 | $331,842 | $88,324+275.7% | $115,037+188.5% | $55,191+501.3% |
| Participation rate | 99.6% | 72.5%+27.1pp | 81.4%+18.3pp | 69.2%+30.5pp |
| Annual return | 1.21% | 6.30%-5.1pp | 26.14%-24.9pp | 10.78%-9.6pp |
| Employer contribution / active EE | $14,269 | $2,805+408.7% | $4,608+209.7% | $1,899+651.5% |
| Participant deferral / active EE | $10,774 | $5,042+113.7% | $6,026+78.8% | $3,046+253.7% |
| Admin fee / account holder | $2 | $105-98.4% | $8,175-100.0% | $91-98.1% |