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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,386 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,871 | $54,701-12.5% | $86,188-44.5% | $71,457-33.0% |
| Participation rate | 86.0% | 60.1%+25.9pp | 69.0%+17.1pp | 67.9%+18.1pp |
| Annual return | 21.80% | 20.06%+1.7pp | 1168.45%-1146.6pp | 28.85%-7.0pp |
| Employer contribution / active EE | $1,270 | $1,265+0.4% | $2,380-46.6% | $2,588-50.9% |
| Participant deferral / active EE | $2,888 | $3,108-7.1% | $3,985-27.5% | $4,289-32.7% |
| Admin fee / account holder | $92 | $1,922-95.2% | $6,852-98.7% | $1,587-94.2% |