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 9-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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,410 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,885 | $138,347-1.1% | $184,203-25.7% | $80,856+69.3% |
| Participation rate | 89.4% | 83.9%+5.5pp | 86.8%+2.6pp | 67.6%+21.8pp |
| Annual return | 17.82% | 20.02%-2.2pp | 28.81%-11.0pp | 35.59%-17.8pp |
| Employer contribution / active EE | $7,734 | $4,850+59.4% | $6,427+20.3% | $2,755+180.7% |
| Participant deferral / active EE | $18,032 | $7,071+155.0% | $9,131+97.5% | $4,296+319.8% |
| Admin fee / account holder | $14 | $10,483-99.9% | $13,901-99.9% | $6,918-99.8% |