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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $960 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,890 | $102,382-63.0% | $147,005-74.2% | $80,874-53.1% |
| Participation rate | 90.6% | 75.8%+14.8pp | 82.2%+8.5pp | 67.6%+23.0pp |
| Annual return | 15.35% | 134.89%-119.5pp | 418.76%-403.4pp | 35.62%-20.3pp |
| Employer contribution / active EE | $2,918 | $3,715-21.5% | $4,934-40.9% | $2,756+5.9% |
| Participant deferral / active EE | $7,326 | $6,646+10.2% | $8,070-9.2% | $4,297+70.5% |
| Admin fee / account holder | $7 | $7,942-99.9% | $13,006-99.9% | $6,935-99.9% |