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 | $55,569 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,196 | $91,372+14.0% | $129,995-19.8% | $74,419+40.0% |
| Participation rate | 98.9% | 77.8%+21.1pp | 78.5%+20.4pp | 70.7%+28.1pp |
| Annual return | 18.28% | 23.21%-4.9pp | -137.18%+155.5pp | 34.38%-16.1pp |
| Employer contribution / active EE | $7,810 | $2,563+204.7% | $4,320+80.8% | $2,637+196.1% |
| Participant deferral / active EE | $4,300 | $4,721-8.9% | $5,820-26.1% | $4,528-5.0% |
| Admin fee / account holder | $175 | $283-38.3% | $10,614-98.4% | $348-49.7% |