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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,230 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,540 | $58,264-33.9% | $86,612-55.5% | $71,457-46.1% |
| Participation rate | 94.0% | 65.0%+29.0pp | 71.7%+22.3pp | 67.9%+26.1pp |
| Annual return | 23.76% | 21.63%+2.1pp | 591.07%-567.3pp | 28.85%-5.1pp |
| Employer contribution / active EE | $2,251 | $2,574-12.6% | $3,022-25.5% | $2,588-13.0% |
| Participant deferral / active EE | $3,655 | $3,436+6.4% | $4,438-17.6% | $4,289-14.8% |
| Admin fee / account holder | $6 | $1,057-99.5% | $5,614-99.9% | $1,587-99.6% |