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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,072 | $88,083+29.5% | $164,813-30.8% | $74,495+53.1% |
| Participation rate | 98.7% | 73.0%+25.6pp | 78.6%+20.1pp | 67.2%+31.5pp |
| Annual return | 50.17% | 17.26%+32.9pp | 69.93%-19.8pp | 1364.94%-1314.8pp |
| Employer contribution / active EE | $5,807 | $2,593+123.9% | $4,341+33.8% | $2,623+121.4% |
| Participant deferral / active EE | $9,091 | $4,498+102.1% | $6,031+50.7% | $4,346+109.2% |
| Admin fee / account holder | $10 | $2,234-99.5% | $12,690-99.9% | $1,942-99.5% |