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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,314 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,698 | $104,475-17.0% | $159,436-45.6% | $79,386+9.2% |
| Participation rate | 99.1% | 76.6%+22.5pp | 82.8%+16.3pp | 70.7%+28.4pp |
| Annual return | 16.42% | 67.95%-51.5pp | 263.57%-247.1pp | 116.85%-100.4pp |
| Employer contribution / active EE | $2,991 | $3,417-12.5% | $4,829-38.1% | $2,427+23.2% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,352-100.0% | $4,046-100.0% |
| Admin fee / account holder | $8 | $711-98.8% | $10,799-99.9% | $626-98.7% |