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 VANGUARD GROUP, IMC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,474 |
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 | $274,369 | $71,480+283.8% | $90,782+202.2% | $64,186+327.5% |
| Participation rate | 94.5% | 77.6%+17.0pp | 82.7%+11.9pp | 69.6%+25.0pp |
| Annual return | -3.59% | -4.25%+0.7pp | -3.42%-0.2pp | 7.63%-11.2pp |
| Employer contribution / active EE | $18,902 | $3,415+453.5% | $4,105+360.4% | $2,381+693.9% |
| Participant deferral / active EE | $14,978 | $4,302+248.2% | $5,366+179.1% | $3,470+331.7% |
| Admin fee / account holder | $9 | $6,309-99.9% | $5,908-99.8% | $4,888-99.8% |