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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $41,432 |
Filed as: GUIDANCE POINT Service code 27 · EIN 45-4118952 | Advisory (Plan) | $17,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,947 | $84,487+55.0% | $125,339+4.5% | $66,914+95.7% |
| Participation rate | 97.2% | 76.4%+20.8pp | 82.4%+14.8pp | 69.8%+27.4pp |
| Annual return | -13.67% | -8.39%-5.3pp | 572.05%-585.7pp | 1.58%-15.3pp |
| Employer contribution / active EE | $3,778 | $3,553+6.3% | $4,814-21.5% | $2,544+48.5% |
| Participant deferral / active EE | $8,898 | $6,781+31.2% | $7,446+19.5% | $4,237+110.0% |
| Admin fee / account holder | $259 | $685-62.2% | $10,010-97.4% | $593-56.3% |