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.3 years Filed as: THE VANGROUP, INC. Service code 25 · EIN 23-1945930 | Directed Trustee | $2,740 |
THE VANGUARD GROUP, INC.4+ 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 | $446,102 | $75,388+491.7% | $123,544+261.1% | $55,725+700.5% |
| Participation rate | 96.2% | 75.7%+20.5pp | 82.3%+13.9pp | 70.9%+25.4pp |
| Annual return | -3.85% | 4.48%-8.3pp | 119.20%-123.0pp | 244.93%-248.8pp |
| Employer contribution / active EE | $16,354 | $3,063+433.9% | $4,628+253.4% | $2,078+687.0% |
| Participant deferral / active EE | $12,036 | $5,651+113.0% | $6,426+87.3% | $3,356+258.7% |
| Admin fee / account holder | $2 | $120-98.4% | $9,284-100.0% | $115-98.3% |