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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,383 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,392 | $58,926-14.5% | $97,226-48.2% | $74,495-32.4% |
| Participation rate | 78.9% | 63.5%+15.4pp | 72.7%+6.2pp | 67.2%+11.7pp |
| Annual return | 22.12% | 16.04%+6.1pp | 75.13%-53.0pp | 1364.94%-1342.8pp |
| Employer contribution / active EE | $2,384 | $1,894+25.9% | $2,729-12.6% | $2,623-9.1% |
| Participant deferral / active EE | $4,903 | $3,664+33.8% | $4,264+15.0% | $4,346+12.8% |
| Admin fee / account holder | $9 | $1,974-99.5% | $5,654-99.8% | $1,942-99.5% |