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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,035 | $52,450+325.2% | $129,295+72.5% | $74,546+199.2% |
| Participation rate | 99.2% | 53.8%+45.3pp | 69.6%+29.6pp | 67.2%+32.0pp |
| Annual return | 16.78% | 15.65%+1.1pp | 9429.28%-9412.5pp | 1366.03%-1349.3pp |
| Employer contribution / active EE | $10,122 | $1,532+560.7% | $4,157+143.5% | $2,624+285.7% |
| Participant deferral / active EE | $9,522 | $2,797+240.4% | $4,169+128.4% | $4,347+119.0% |
| Admin fee / account holder | $3 | $2,636-99.9% | $7,665-100.0% | $1,944-99.8% |