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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $214,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,012 | $82,546+50.2% | $140,016-11.4% | $75,289+64.7% |
| Participation rate | 94.8% | 88.4%+6.4pp | 87.5%+7.3pp | 72.4%+22.4pp |
| Annual return | -3.81% | -0.36%-3.4pp | 651.12%-654.9pp | -0.04%-3.8pp |
| Employer contribution / active EE | $3,761 | $3,856-2.5% | $5,606-32.9% | $2,405+56.4% |
| Participant deferral / active EE | $5,756 | $5,731+0.4% | $6,927-16.9% | $3,739+54.0% |
| Admin fee / account holder | $119 | $86+39.3% | $10,705-98.9% | $102+16.8% |