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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,475 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,936 | $84,487+7.6% | $125,339-27.4% | $66,914+35.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -14.73% | -8.39%-6.3pp | 572.05%-586.8pp | 1.58%-16.3pp |
| Employer contribution / active EE | $3,737 | $3,553+5.2% | $4,814-22.4% | $2,544+46.9% |
| Participant deferral / active EE | $11,365 | $6,781+67.6% | $7,446+52.6% | $4,237+168.2% |
| Admin fee / account holder | $74 | $685-89.2% | $10,010-99.3% | $593-87.6% |