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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $725 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,795 | $51,197-35.9% | $82,719-60.4% | $66,914-51.0% |
| Participation rate | 93.3% | 67.8%+25.4pp | 72.6%+20.7pp | 69.8%+23.4pp |
| Annual return | -15.01% | -9.64%-5.4pp | 701.18%-716.2pp | 1.58%-16.6pp |
| Employer contribution / active EE | $2,212 | $2,611-15.3% | $3,009-26.5% | $2,544-13.1% |
| Participant deferral / active EE | $3,107 | $3,458-10.2% | $4,395-29.3% | $4,237-26.7% |
| Admin fee / account holder | $4 | $416-99.1% | $5,329-99.9% | $593-99.4% |