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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $60,775 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,422 | $58,778+50.4% | $129,207-31.6% | $77,643+13.9% |
| Participation rate | 95.0% | 59.2%+35.8pp | 69.6%+25.4pp | 70.6%+24.4pp |
| Annual return | 16.10% | 24.73%-8.6pp | 9417.33%-9401.2pp | 31.24%-15.1pp |
| Employer contribution / active EE | $3,456 | $1,952+77.1% | $4,153-16.8% | $2,726+26.8% |
| Participant deferral / active EE | $8,736 | $3,212+171.9% | $4,168+109.6% | $4,647+88.0% |
| Admin fee / account holder | $105 | $589-82.1% | $7,715-98.6% | $430-75.5% |