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 8-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 | $2,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,611 | $102,382-66.2% | $147,005-76.5% | $80,874-57.2% |
| Participation rate | 97.3% | 75.8%+21.4pp | 82.2%+15.1pp | 67.6%+29.7pp |
| Annual return | 15.89% | 134.89%-119.0pp | 418.76%-402.9pp | 35.62%-19.7pp |
| Employer contribution / active EE | $5,094 | $3,715+37.1% | $4,934+3.2% | $2,756+84.9% |
| Participant deferral / active EE | $9,290 | $6,646+39.8% | $8,070+15.1% | $4,297+116.2% |
| Admin fee / account holder | $9 | $7,942-99.9% | $13,006-99.9% | $6,935-99.9% |