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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,613 |
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 | $420,350 | $37,196+1030.1% | $154,107+172.8% | $55,725+654.3% |
| Participation rate | 95.8% | 64.1%+31.7pp | 83.0%+12.8pp | 70.9%+25.0pp |
| Annual return | -5.39% | 1319.68%-1325.1pp | 735.12%-740.5pp | 244.93%-250.3pp |
| Employer contribution / active EE | $23,799 | $1,614+1374.5% | $5,298+349.3% | $2,078+1045.2% |
| Participant deferral / active EE | $14,470 | $2,068+599.6% | $5,081+184.8% | $3,356+331.2% |
| Admin fee / account holder | $37 | $102-63.6% | $13,411-99.7% | $115-67.9% |