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.1 year Service code 15 · EIN 23-2186884 | Recordkeeping | $18,539 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,394 | $82,202+2.7% | $125,339-32.7% | $64,808+30.2% |
| Participation rate | 96.7% | 77.9%+18.9pp | 82.4%+14.4pp | 71.5%+25.3pp |
| Annual return | -12.72% | 3.48%-16.2pp | 572.05%-584.8pp | 32.82%-45.5pp |
| Employer contribution / active EE | $3,533 | $3,615-2.3% | $4,814-26.6% | $2,506+41.0% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $18 | $163-88.9% | $10,010-99.8% | $188-90.4% |