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 year Filed as: THE VANGROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $2,960 |
THE VANGUARD GROUP, INC.2+ years Service code 99 | Other Fees | $0 |
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 | $370,481 | $80,177+362.1% | $123,892+199.0% | $57,658+542.5% |
| Participation rate | 99.4% | 74.4%+25.0pp | 81.4%+18.0pp | 70.2%+29.2pp |
| Annual return | 8.60% | 17.90%-9.3pp | 47.52%-38.9pp | 5.13%+3.5pp |
| Employer contribution / active EE | $14,573 | $2,913+400.3% | $4,617+215.6% | $1,974+638.3% |
| Participant deferral / active EE | $10,926 | $5,130+113.0% | $5,984+82.6% | $3,061+257.0% |
| Admin fee / account holder | $2 | $106-98.1% | $8,357-100.0% | $95-97.9% |