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 60 | Sub-TA 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 | $303,600 | $75,183+303.8% | $123,892+145.1% | $55,167+450.3% |
| Participation rate | 98.4% | 72.8%+25.6pp | 81.4%+17.0pp | 69.0%+29.4pp |
| Annual return | 7.30% | 19.01%-11.7pp | 47.52%-40.2pp | 169.23%-161.9pp |
| Employer contribution / active EE | $11,587 | $2,823+310.4% | $4,617+151.0% | $1,963+490.4% |
| Participant deferral / active EE | $10,181 | $5,084+100.2% | $5,984+70.1% | $3,054+233.4% |
| Admin fee / account holder | $4 | $663-99.4% | $8,357-100.0% | $504-99.3% |