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 | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,261 | $81,908+49.3% | $90,749+34.7% | $64,808+88.7% |
| Participation rate | 98.4% | 80.5%+17.9pp | 75.7%+22.7pp | 71.5%+26.9pp |
| Annual return | -12.30% | -12.53%+0.2pp | -12.16%-0.1pp | 32.82%-45.1pp |
| Employer contribution / active EE | $2,910 | $3,065-5.1% | $2,921-0.4% | $2,506+16.1% |
| Participant deferral / active EE | $6,957 | $4,840+43.7% | $4,564+52.4% | $4,310+61.4% |
| Admin fee / account holder | $18 | $157-88.3% | $8,445-99.8% | $188-90.2% |