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 | $6,242 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,318 | $99,957-18.6% | $149,696-45.7% | $73,488+10.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 16.80% | 53.87%-37.1pp | 276.60%-259.8pp | 28.51%-11.7pp |
| Employer contribution / active EE | $3,792 | $3,191+18.8% | $4,644-18.3% | $2,270+67.1% |
| Participant deferral / active EE | $12,040 | $6,073+98.3% | $6,842+76.0% | $3,740+222.0% |
| Admin fee / account holder | $47 | $551-91.4% | $9,309-99.5% | $513-90.8% |