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 | $22,504 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,342 | $102,553-60.7% | $151,611-73.4% | $66,914-39.7% |
| Participation rate | 93.1% | 85.5%+7.6pp | 87.5%+5.6pp | 69.8%+23.3pp |
| Annual return | -16.53% | -10.82%-5.7pp | 3.33%-19.9pp | 1.58%-18.1pp |
| Employer contribution / active EE | $2,477 | $4,180-40.7% | $6,166-59.8% | $2,544-2.6% |
| Participant deferral / active EE | $4,452 | $6,641-33.0% | $8,363-46.8% | $4,237+5.1% |
| Admin fee / account holder | $96 | $630-84.7% | $11,616-99.2% | $593-83.8% |