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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,680 |
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 | $363,965 | $70,002+419.9% | $115,037+216.4% | $52,331+595.5% |
| Participation rate | 96.3% | 72.1%+24.2pp | 81.4%+15.0pp | 68.1%+28.2pp |
| Annual return | 0.59% | 4.04%-3.5pp | 26.14%-25.6pp | 4.54%-4.0pp |
| Employer contribution / active EE | $13,025 | $2,715+379.7% | $4,608+182.7% | $1,882+592.2% |
| Participant deferral / active EE | $8,370 | $4,920+70.1% | $6,026+38.9% | $3,022+177.0% |
| Admin fee / account holder | $44 | $566-92.3% | $8,175-99.5% | $592-92.6% |