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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,542 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,613 | $45,602+6.6% | $117,472-58.6% | $66,914-27.4% |
| Participation rate | 92.1% | 57.6%+34.5pp | 70.6%+21.5pp | 69.8%+22.3pp |
| Annual return | -17.35% | -16.74%-0.6pp | 29.74%-47.1pp | 1.58%-18.9pp |
| Employer contribution / active EE | $3,137 | $1,579+98.7% | $4,176-24.9% | $2,544+23.3% |
| Participant deferral / active EE | $4,135 | $2,845+45.4% | $4,070+1.6% | $4,237-2.4% |
| Admin fee / account holder | $15 | $661-97.8% | $5,645-99.7% | $593-97.5% |