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 |
|---|---|---|
Filed as: RETIREMENT PLAN FIDUCIARIES Service code 16 · EIN 90-0815510 | Consulting | $12,950 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,273 |
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD GROUP, INC. 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 | $327,388 | $77,813+320.7% | $123,544+165.0% | $64,186+410.1% |
| Participation rate | 94.1% | 74.7%+19.4pp | 82.3%+11.8pp | 69.6%+24.5pp |
| Annual return | -4.44% | 12.48%-16.9pp | 119.20%-123.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $8,384 | $3,014+178.2% | $4,628+81.2% | $2,381+252.2% |
| Participant deferral / active EE | $10,739 | $5,240+104.9% | $6,426+67.1% | $3,470+209.5% |
| Admin fee / account holder | $136 | $5,519-97.5% | $9,284-98.5% | $4,888-97.2% |