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 | $14,535 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,155 | $59,263-13.7% | $96,562-47.0% | $79,386-35.6% |
| Participation rate | 81.7% | 61.9%+19.8pp | 69.8%+11.9pp | 70.7%+11.0pp |
| Annual return | 15.32% | 27.07%-11.7pp | 37.78%-22.5pp | 116.85%-101.5pp |
| Employer contribution / active EE | $1,306 | $1,216+7.5% | $2,356-44.6% | $2,427-46.2% |
| Participant deferral / active EE | $2,827 | $2,948-4.1% | $3,849-26.5% | $4,046-30.1% |
| Admin fee / account holder | $105 | $658-84.1% | $6,181-98.3% | $626-83.3% |