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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,282 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,498 | $81,908+115.5% | $90,749+94.5% | $64,808+172.3% |
| Participation rate | 88.0% | 80.5%+7.5pp | 75.7%+12.3pp | 71.5%+16.5pp |
| Annual return | -15.41% | -12.53%-2.9pp | -12.16%-3.2pp | 32.82%-48.2pp |
| Employer contribution / active EE | $1,409 | $3,065-54.0% | $2,921-51.8% | $2,506-43.8% |
| Participant deferral / active EE | $6,316 | $4,840+30.5% | $4,564+38.4% | $4,310+46.5% |
| Admin fee / account holder | $19 | $157-87.7% | $8,445-99.8% | $188-89.7% |