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 VANGUARD GROUP, IMC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,514 |
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 | $366,734 | $81,947+347.5% | $105,387+248.0% | $72,985+402.5% |
| Participation rate | 92.3% | 76.5%+15.8pp | 82.6%+9.7pp | 69.5%+22.8pp |
| Annual return | 23.72% | 42.90%-19.2pp | 26.82%-3.1pp | 81.00%-57.3pp |
| Employer contribution / active EE | $20,296 | $3,468+485.2% | $4,213+381.7% | $2,440+731.8% |
| Participant deferral / active EE | $17,159 | $4,494+281.9% | $5,502+211.9% | $3,607+375.7% |
| Admin fee / account holder | $10 | $6,258-99.8% | $6,559-99.8% | $5,124-99.8% |