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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $46,894 |
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 | $350,438 | $111,608+214.0% | $177,821+97.1% | $73,409+377.4% |
| Participation rate | 98.5% | 87.9%+10.6pp | 87.7%+10.8pp | 72.2%+26.3pp |
| Annual return | 14.35% | 18.23%-3.9pp | 48.32%-34.0pp | 59.29%-44.9pp |
| Employer contribution / active EE | $7,342 | $3,796+93.4% | $5,918+24.1% | $2,234+228.7% |
| Participant deferral / active EE | $14,339 | $6,199+131.3% | $7,714+85.9% | $3,805+276.8% |
| Admin fee / account holder | $87 | $166-47.3% | $12,427-99.3% | $158-44.7% |