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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,761 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,459 | $51,197+66.9% | $82,719+3.3% | $66,914+27.7% |
| Participation rate | 85.2% | 67.8%+17.3pp | 72.6%+12.6pp | 69.8%+15.4pp |
| Annual return | -15.36% | -9.64%-5.7pp | 701.18%-716.5pp | 1.58%-16.9pp |
| Employer contribution / active EE | $1,959 | $2,611-24.9% | $3,009-34.9% | $2,544-23.0% |
| Participant deferral / active EE | $4,937 | $3,458+42.8% | $4,395+12.3% | $4,237+16.5% |
| Admin fee / account holder | $46 | $416-88.9% | $5,329-99.1% | $593-92.3% |