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.2 years Filed as: THE VANGROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $3,000 |
THE VANGUARD GROUP, INC.3+ 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 | $472,800 | $155,795+203.5% | $136,294+246.9% | $69,631+579.0% |
| Participation rate | 99.4% | 75.2%+24.1pp | 81.9%+17.5pp | 70.7%+28.7pp |
| Annual return | 26.45% | 232464.33%-232437.9pp | 5155.94%-5129.5pp | 27571.02%-27544.6pp |
| Employer contribution / active EE | $15,833 | $2,991+429.4% | $4,695+237.2% | $2,032+679.1% |
| Participant deferral / active EE | $12,004 | $5,394+122.6% | $6,247+92.2% | $3,224+272.4% |
| Admin fee / account holder | $2 | $128-98.1% | $9,243-100.0% | $110-97.8% |