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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,011 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,951 | $99,957-8.0% | $149,696-38.6% | $73,488+25.1% |
| Participation rate | 98.1% | 75.7%+22.4pp | 82.5%+15.6pp | 70.7%+27.4pp |
| Annual return | 16.44% | 53.87%-37.4pp | 276.60%-260.2pp | 28.51%-12.1pp |
| Employer contribution / active EE | $2,977 | $3,191-6.7% | $4,644-35.9% | $2,270+31.1% |
| Participant deferral / active EE | $7,723 | $6,073+27.2% | $6,842+12.9% | $3,740+106.5% |
| Admin fee / account holder | $53 | $551-90.4% | $9,309-99.4% | $513-89.7% |