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 | $111,123 |
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 | $253,831 | $80,005+217.3% | $140,016+81.3% | $55,725+355.5% |
| Participation rate | 98.3% | 87.0%+11.3pp | 87.5%+10.8pp | 70.9%+27.5pp |
| Annual return | -2.35% | 0.46%-2.8pp | 651.12%-653.5pp | 244.93%-247.3pp |
| Employer contribution / active EE | $7,524 | $3,403+121.1% | $5,606+34.2% | $2,078+262.1% |
| Participant deferral / active EE | $12,236 | $5,264+132.5% | $6,927+76.6% | $3,356+264.6% |
| Admin fee / account holder | $214 | $116+85.2% | $10,705-98.0% | $115+85.9% |