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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $34,718 |
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 | $286,372 | $80,753+254.6% | $136,294+110.1% | $62,292+359.7% |
| Participation rate | 98.6% | 73.5%+25.1pp | 81.9%+16.7pp | 69.5%+29.1pp |
| Annual return | 8.81% | 35.83%-27.0pp | 5155.94%-5147.1pp | 28.90%-20.1pp |
| Employer contribution / active EE | $8,262 | $2,884+186.5% | $4,695+76.0% | $2,042+304.6% |
| Participant deferral / active EE | $9,370 | $5,164+81.5% | $6,247+50.0% | $3,169+195.7% |
| Admin fee / account holder | $199 | $525-62.1% | $9,243-97.8% | $479-58.4% |