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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,661 |
Participant 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 | $71,932 | $122,239-41.2% | $184,200-60.9% | $74,546-3.5% |
| Participation rate | 71.3% | 85.5%-14.1pp | 86.8%-15.5pp | 67.2%+4.1pp |
| Annual return | 14.74% | 19.95%-5.2pp | 28.80%-14.1pp | 1366.03%-1351.3pp |
| Employer contribution / active EE | $2,091 | $4,537-53.9% | $6,424-67.5% | $2,624-20.3% |
| Participant deferral / active EE | $3,818 | $7,139-46.5% | $9,132-58.2% | $4,347-12.2% |
| Admin fee / account holder | $12 | $1,260-99.0% | $13,907-99.9% | $1,944-99.4% |