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 | $28,633 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,816 | $56,503-6.5% | $70,092-24.6% | $64,808-18.5% |
| Participation rate | 92.0% | 70.5%+21.5pp | 70.5%+21.5pp | 71.5%+20.5pp |
| Annual return | -16.18% | -13.44%-2.7pp | 190.73%-206.9pp | 32.82%-49.0pp |
| Employer contribution / active EE | $3,923 | $2,046+91.7% | $2,559+53.3% | $2,506+56.6% |
| Participant deferral / active EE | $2,715 | $3,389-19.9% | $3,849-29.5% | $4,310-37.0% |
| Admin fee / account holder | $64 | $160-60.1% | $6,267-99.0% | $188-65.9% |