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 | $38,091 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $611,367 | $99,957+511.6% | $149,696+308.4% | $73,488+731.9% |
| Participation rate | 98.4% | 75.7%+22.7pp | 82.5%+15.9pp | 70.7%+27.7pp |
| Annual return | 13.19% | 53.87%-40.7pp | 276.60%-263.4pp | 28.51%-15.3pp |
| Employer contribution / active EE | $15,376 | $3,191+381.8% | $4,644+231.1% | $2,270+577.3% |
| Participant deferral / active EE | $11,170 | $6,073+83.9% | $6,842+63.3% | $3,740+198.7% |
| Admin fee / account holder | $157 | $551-71.5% | $9,309-98.3% | $513-69.4% |