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 8-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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,855 | $99,957-23.1% | $149,696-48.7% | $73,488+4.6% |
| Participation rate | 93.4% | 75.7%+17.7pp | 82.5%+10.9pp | 70.7%+22.7pp |
| Annual return | 17.54% | 53.87%-36.3pp | 276.60%-259.1pp | 28.51%-11.0pp |
| Employer contribution / active EE | $3,048 | $3,191-4.5% | $4,644-34.4% | $2,270+34.2% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2 | $551-99.7% | $9,309-100.0% | $513-99.7% |