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 Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $300 |
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 | $390,868 | $46,732+736.4% | $156,549+149.7% | $55,167+608.5% |
| Participation rate | 99.4% | 65.8%+33.6pp | 84.0%+15.4pp | 69.0%+30.4pp |
| Annual return | 10.30% | 17.72%-7.4pp | 32.23%-21.9pp | 169.23%-158.9pp |
| Employer contribution / active EE | $18,054 | $2,105+757.6% | $5,501+228.2% | $1,963+819.9% |
| Participant deferral / active EE | $15,311 | $2,204+594.6% | $4,871+214.3% | $3,054+401.3% |
| Admin fee / account holder | $2 | $418-99.6% | $13,027-100.0% | $504-99.7% |