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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,324 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,786 | $101,317+56.7% | $146,958+8.0% | $74,495+113.2% |
| Participation rate | 82.1% | 75.5%+6.6pp | 82.2%0pp | 67.2%+14.9pp |
| Annual return | 22.71% | 8730.91%-8708.2pp | 418.34%-395.6pp | 1364.94%-1342.2pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $15,362 | $7,303+110.4% | $8,070+90.4% | $4,346+253.5% |
| Admin fee / account holder | $46 | $1,739-97.3% | $12,998-99.6% | $1,942-97.6% |