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 | $3,040 |
Participant 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 | $77,970 | $101,317-23.0% | $146,958-46.9% | $74,495+4.7% |
| Participation rate | 83.0% | 75.5%+7.5pp | 82.2%+0.9pp | 67.2%+15.8pp |
| Annual return | 13.43% | 8730.91%-8717.5pp | 418.34%-404.9pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $2,807 | $3,810-26.3% | $4,933-43.1% | $2,623+7.0% |
| Participant deferral / active EE | $2,618 | $7,303-64.2% | $8,070-67.6% | $4,346-39.8% |
| Admin fee / account holder | $11 | $1,739-99.3% | $12,998-99.9% | $1,942-99.4% |