Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $3,625 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,026 | $89,248-18.2% | $136,007-46.3% | $74,546-2.0% |
| Participation rate | 74.8% | 69.4%+5.4pp | 76.5%-1.6pp | 67.2%+7.6pp |
| Annual return | 17.38% | 22.76%-5.4pp | 579.32%-561.9pp | 1366.03%-1348.7pp |
| Employer contribution / active EE | $3,018 | $2,838+6.3% | $4,215-28.4% | $2,624+15.0% |
| Participant deferral / active EE | $5,656 | $4,598+23.0% | $7,024-19.5% | $4,347+30.1% |
| Admin fee / account holder | $29 | $1,545-98.1% | $6,858-99.6% | $1,944-98.5% |