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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $4,066 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,969 | $59,107-10.4% | $86,436-38.7% | $68,494-22.7% |
| Participation rate | 80.6% | 75.2%+5.4pp | 80.3%+0.3pp | 67.9%+12.7pp |
| Annual return | -16.02% | -0.23%-15.8pp | 4394.89%-4410.9pp | -7.84%-8.2pp |
| Employer contribution / active EE | $6,003 | $2,519+138.3% | $3,769+59.3% | $2,596+131.2% |
| Participant deferral / active EE | $10,463 | $5,901+77.3% | $6,952+50.5% | $4,027+159.8% |
| Admin fee / account holder | $27 | $5,637-99.5% | $6,731-99.6% | $5,403-99.5% |