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 7-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 | $3,435 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,845 | $60,323-14.1% | $81,812-36.6% | $74,495-30.4% |
| Participation rate | 90.4% | 62.9%+27.5pp | 72.3%+18.0pp | 67.2%+23.2pp |
| Annual return | 16.30% | 16.90%-0.6pp | 773.79%-757.5pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $2,099 | $2,620-19.9% | $2,912-27.9% | $2,623-20.0% |
| Participant deferral / active EE | $5,307 | $3,387+56.7% | $4,319+22.9% | $4,346+22.1% |
| Admin fee / account holder | $23 | $1,486-98.4% | $7,386-99.7% | $1,942-98.8% |