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 Service code 15 · EIN 23-1945930 | Recordkeeping | $4,098 |
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 | $272,338 | $77,634+250.8% | $156,549+74.0% | $62,891+333.0% |
| Participation rate | 91.5% | 71.2%+20.3pp | 84.0%+7.5pp | 69.3%+22.2pp |
| Annual return | 8.47% | 50.32%-41.9pp | 32.23%-23.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $16,616 | $3,444+382.5% | $5,501+202.1% | $2,281+628.5% |
| Participant deferral / active EE | $10,184 | $3,045+234.4% | $4,871+109.1% | $3,203+218.0% |
| Admin fee / account holder | $18 | $5,561-99.7% | $13,027-99.9% | $4,296-99.6% |