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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,292 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,340 | $63,442+55.0% | $68,791+43.0% | $66,914+47.0% |
| Participation rate | 99.4% | 60.0%+39.4pp | 69.0%+30.3pp | 69.8%+29.6pp |
| Annual return | -15.67% | -8.29%-7.4pp | -6.38%-9.3pp | 1.58%-17.3pp |
| Employer contribution / active EE | $2,115 | $1,775+19.1% | $2,655-20.4% | $2,544-16.9% |
| Participant deferral / active EE | $9,948 | $2,945+237.8% | $3,941+152.4% | $4,237+134.8% |
| Admin fee / account holder | $18 | $577-97.0% | $4,932-99.6% | $593-97.0% |