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 9-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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,449 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,868 | $66,124-44.2% | $90,404-59.2% | $73,488-49.8% |
| Participation rate | 91.9% | 69.7%+22.3pp | 72.7%+19.3pp | 70.7%+21.3pp |
| Annual return | 20.41% | 17.65%+2.8pp | 1293.02%-1272.6pp | 28.51%-8.1pp |
| Employer contribution / active EE | $1,958 | $2,346-16.5% | $3,262-40.0% | $2,270-13.7% |
| Participant deferral / active EE | $2,824 | $3,039-7.1% | $3,963-28.8% | $3,740-24.5% |
| Admin fee / account holder | $25 | $396-93.8% | $5,611-99.6% | $513-95.2% |