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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,320 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,860 | $58,320-29.9% | $86,436-52.7% | $66,914-38.9% |
| Participation rate | 72.4% | 78.6%-6.2pp | 80.3%-8.0pp | 69.8%+2.6pp |
| Annual return | -17.78% | -9.71%-8.1pp | 4394.89%-4412.7pp | 1.58%-19.4pp |
| Employer contribution / active EE | $2,968 | $2,615+13.5% | $3,769-21.3% | $2,544+16.6% |
| Participant deferral / active EE | $5,954 | $6,899-13.7% | $6,952-14.3% | $4,237+40.5% |
| Admin fee / account holder | $51 | $546-90.6% | $6,731-99.2% | $593-91.4% |