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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,723 | $73,638+167.1% | $95,952+105.0% | $73,488+167.7% |
| Participation rate | 99.4% | 76.2%+23.2pp | 77.1%+22.3pp | 70.7%+28.7pp |
| Annual return | 12.42% | 16.78%-4.4pp | 91.61%-79.2pp | 28.51%-16.1pp |
| Employer contribution / active EE | $4,663 | $1,863+150.3% | $2,541+83.5% | $2,270+105.4% |
| Participant deferral / active EE | $5,742 | $3,617+58.8% | $4,167+37.8% | $3,740+53.6% |
| Admin fee / account holder | $3 | $482-99.4% | $6,795-100.0% | $513-99.4% |