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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,520 |
THE VANGUARD GROUP, INC.4 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 | $874,507 | $58,879+1385.3% | $178,490+389.9% | $73,488+1090.0% |
| Participation rate | 92.6% | 66.2%+26.3pp | 81.9%+10.6pp | 70.7%+21.9pp |
| Annual return | 0.45% | 24.86%-24.4pp | 151.07%-150.6pp | 28.51%-28.1pp |
| Employer contribution / active EE | $15,420 | $2,236+589.5% | $5,011+207.7% | $2,270+579.2% |
| Participant deferral / active EE | $12,771 | $2,567+397.4% | $5,202+145.5% | $3,740+241.5% |
| Admin fee / account holder | $89 | $400-77.8% | $13,984-99.4% | $513-82.7% |