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 Filed as: THE VANGROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $9,516 |
THE VANGUARD GROUP, INC.5+ 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 | $549,779 | $88,122+523.9% | $141,162+289.5% | $67,579+713.5% |
| Participation rate | 99.1% | 76.5%+22.6pp | 82.5%+16.6pp | 71.3%+27.8pp |
| Annual return | 22.96% | 75.40%-52.4pp | 71.39%-48.4pp | 378.56%-355.6pp |
| Employer contribution / active EE | $17,722 | $3,224+449.6% | $4,735+274.3% | $2,148+725.1% |
| Participant deferral / active EE | $13,289 | $5,958+123.1% | $6,709+98.1% | $3,539+275.5% |
| Admin fee / account holder | $12 | $131-90.5% | $10,261-99.9% | $142-91.2% |