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 | $2,623 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,474 | $102,317-14.5% | $146,958-40.5% | $80,856+8.2% |
| Participation rate | 78.7% | 75.8%+2.8pp | 82.2%-3.5pp | 67.6%+11.0pp |
| Annual return | 16.06% | 134.76%-118.7pp | 418.34%-402.3pp | 35.59%-19.5pp |
| Employer contribution / active EE | $4,231 | $3,713+13.9% | $4,933-14.2% | $2,755+53.6% |
| Participant deferral / active EE | $9,603 | $6,644+44.5% | $8,070+19.0% | $4,296+123.6% |
| Admin fee / account holder | $26 | $7,941-99.7% | $12,998-99.8% | $6,918-99.6% |