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 | $21,890 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,457 | $54,350-55.0% | $82,719-70.4% | $68,494-64.3% |
| Participation rate | 91.8% | 63.9%+27.8pp | 72.6%+19.2pp | 67.9%+23.9pp |
| Annual return | -17.44% | -13.67%-3.8pp | 701.18%-718.6pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,257 | $2,218+1.8% | $3,009-25.0% | $2,596-13.1% |
| Participant deferral / active EE | $3,999 | $3,246+23.2% | $4,395-9.0% | $4,027-0.7% |
| Admin fee / account holder | $121 | $4,395-97.2% | $5,329-97.7% | $5,403-97.8% |