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.5 years Filed as: THE VANGROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $10,918 |
THE VANGUARD GROUP, INC.6+ 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 | $656,612 | $100,801+551.4% | $149,696+338.6% | $73,409+794.5% |
| Participation rate | 98.8% | 77.7%+21.1pp | 82.5%+16.3pp | 72.2%+26.6pp |
| Annual return | 18.83% | 265.34%-246.5pp | 276.60%-257.8pp | 59.29%-40.5pp |
| Employer contribution / active EE | $17,398 | $3,312+425.4% | $4,644+274.6% | $2,234+678.9% |
| Participant deferral / active EE | $13,485 | $6,404+110.6% | $6,842+97.1% | $3,805+254.4% |
| Admin fee / account holder | $17 | $181-90.5% | $9,309-99.8% | $158-89.1% |