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 9-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 | $13,488 |
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP Service code 64 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $853,587 | $52,953+1512.0% | $172,739+394.1% | $65,185+1209.5% |
| Participation rate | 93.3% | 66.2%+27.1pp | 82.6%+10.6pp | 70.2%+23.1pp |
| Annual return | 10.09% | 30.12%-20.0pp | 802.84%-792.8pp | 29.38%-19.3pp |
| Employer contribution / active EE | $21,590 | $2,190+886.0% | $5,143+319.8% | $2,177+891.9% |
| Participant deferral / active EE | $12,317 | $2,471+398.5% | $5,198+137.0% | $3,514+250.5% |
| Admin fee / account holder | $67 | $472-85.7% | $13,954-99.5% | $847-92.0% |