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 | $21,349 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,231 | $81,474+9.5% | $133,956-33.4% | $73,488+21.4% |
| Participation rate | 93.5% | 76.4%+17.1pp | 79.8%+13.7pp | 70.7%+22.8pp |
| Annual return | 13.62% | 19.40%-5.8pp | 45.09%-31.5pp | 28.51%-14.9pp |
| Employer contribution / active EE | $0 | $2,209-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,412 | $3,786-9.9% | $5,048-32.4% | $3,740-8.8% |
| Admin fee / account holder | $111 | $713-84.4% | $8,927-98.8% | $513-78.3% |