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 | $74,392 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,810 | $44,764+169.9% | $68,791+75.6% | $64,808+86.4% |
| Participation rate | 92.8% | 64.8%+28.1pp | 69.0%+23.8pp | 71.5%+21.4pp |
| Annual return | -15.54% | -10.91%-4.6pp | -6.38%-9.2pp | 32.82%-48.4pp |
| Employer contribution / active EE | $4,969 | $1,775+179.9% | $2,655+87.1% | $2,506+98.3% |
| Participant deferral / active EE | $7,512 | $3,238+132.0% | $3,941+90.6% | $4,310+74.3% |
| Admin fee / account holder | $93 | $151-38.4% | $4,932-98.1% | $188-50.4% |