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 | $1,665 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,961 | $69,477+0.7% | $94,646-26.1% | $71,457-2.1% |
| Participation rate | 80.0% | 78.4%+1.6pp | 80.8%-0.8pp | 67.9%+12.1pp |
| Annual return | 37.30% | 29.66%+7.6pp | 156.71%-119.4pp | 28.85%+8.5pp |
| Employer contribution / active EE | $6,894 | $2,853+141.6% | $3,672+87.7% | $2,588+166.4% |
| Participant deferral / active EE | $12,209 | $7,345+66.2% | $7,418+64.6% | $4,289+184.7% |
| Admin fee / account holder | $9 | $1,210-99.3% | $7,231-99.9% | $1,587-99.4% |