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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,964 |
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 | $398,367 | $46,732+752.5% | $156,549+154.5% | $55,167+622.1% |
| Participation rate | 99.6% | 65.8%+33.8pp | 84.0%+15.6pp | 69.0%+30.6pp |
| Annual return | 10.63% | 17.72%-7.1pp | 32.23%-21.6pp | 169.23%-158.6pp |
| Employer contribution / active EE | $21,744 | $2,105+932.9% | $5,501+295.3% | $1,963+1007.9% |
| Participant deferral / active EE | $13,707 | $2,204+521.9% | $4,871+181.4% | $3,054+348.8% |
| Admin fee / account holder | $15 | $418-96.4% | $13,027-99.9% | $504-97.0% |