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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,095 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,285 | $68,547-29.6% | $120,354-59.9% | $80,856-40.3% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 15.08% | 23.60%-8.5pp | 107.15%-92.1pp | 35.59%-20.5pp |
| Employer contribution / active EE | $3,414 | $2,051+66.4% | $3,463-1.4% | $2,755+23.9% |
| Participant deferral / active EE | $12,142 | $3,173+282.6% | $4,991+143.3% | $4,296+182.6% |
| Admin fee / account holder | $8 | $5,732-99.9% | $9,423-99.9% | $6,918-99.9% |