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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,088 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,185 | $86,655-10.9% | $119,609-35.5% | $66,914+15.3% |
| Participation rate | 98.8% | 75.6%+23.2pp | 79.3%+19.6pp | 69.8%+29.0pp |
| Annual return | -7.76% | -8.00%+0.2pp | -14.97%+7.2pp | 1.58%-9.3pp |
| Employer contribution / active EE | $4,464 | $2,536+76.0% | $4,232+5.5% | $2,544+75.5% |
| Participant deferral / active EE | $3,219 | $4,358-26.1% | $5,602-42.5% | $4,237-24.0% |
| Admin fee / account holder | $104 | $755-86.2% | $10,323-99.0% | $593-82.4% |