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 | $29,844 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,431 | $84,487+155.0% | $125,339+71.9% | $66,914+222.0% |
| Participation rate | 79.6% | 76.4%+3.2pp | 82.4%-2.8pp | 69.8%+9.8pp |
| Annual return | -10.67% | -8.39%-2.3pp | 572.05%-582.7pp | 1.58%-12.3pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $16,247 | $6,781+139.6% | $7,446+118.2% | $4,237+283.5% |
| Admin fee / account holder | $86 | $685-87.4% | $10,010-99.1% | $593-85.5% |