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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,837 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,296 | $101,317-18.8% | $146,958-44.0% | $74,495+10.5% |
| Participation rate | 70.3% | 75.5%-5.2pp | 82.2%-11.9pp | 67.2%+3.1pp |
| Annual return | 15.89% | 8730.91%-8715.0pp | 418.34%-402.4pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $1,144 | $3,810-70.0% | $4,933-76.8% | $2,623-56.4% |
| Participant deferral / active EE | $11,432 | $7,303+56.5% | $8,070+41.7% | $4,346+163.1% |
| Admin fee / account holder | $72 | $1,739-95.9% | $12,998-99.4% | $1,942-96.3% |