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 | $3,521 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,197 | $58,320+6.6% | $86,436-28.0% | $66,914-7.0% |
| Participation rate | 85.2% | 78.6%+6.6pp | 80.3%+4.9pp | 69.8%+15.4pp |
| Annual return | -15.25% | -9.71%-5.5pp | 4394.89%-4410.1pp | 1.58%-16.8pp |
| Employer contribution / active EE | $2,904 | $2,615+11.0% | $3,769-22.9% | $2,544+14.1% |
| Participant deferral / active EE | $11,645 | $6,899+68.8% | $6,952+67.5% | $4,237+174.8% |
| Admin fee / account holder | $9 | $546-98.3% | $6,731-99.9% | $593-98.5% |