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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,934 | $59,186+163.5% | $76,768+103.1% | $56,287+177.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -4.19% | 6.62%-10.8pp | 2.43%-6.6pp | -9.96%+5.8pp |
| Employer contribution / active EE | $4,449 | $1,759+153.0% | $2,485+79.0% | $2,111+110.7% |
| Participant deferral / active EE | $5,635 | $3,255+73.1% | $3,852+46.3% | $3,350+68.2% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |