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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,390 |
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 | $255,913 | $61,156+318.5% | $185,823+37.7% | $79,386+222.4% |
| Participation rate | 98.3% | 66.6%+31.7pp | 81.7%+16.6pp | 70.7%+27.6pp |
| Annual return | 27.24% | 19.45%+7.8pp | 122.05%-94.8pp | 116.85%-89.6pp |
| Employer contribution / active EE | $14,303 | $2,321+516.4% | $5,167+176.8% | $2,427+489.2% |
| Participant deferral / active EE | $8,416 | $2,789+201.8% | $5,568+51.2% | $4,046+108.0% |
| Admin fee / account holder | $24 | $710-96.6% | $16,237-99.9% | $626-96.1% |