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 6-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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,100 | $102,317-54.9% | $146,958-68.6% | $80,856-43.0% |
| Participation rate | 85.2% | 75.8%+9.4pp | 82.2%+3.1pp | 67.6%+17.6pp |
| Annual return | 22.60% | 134.76%-112.2pp | 418.34%-395.7pp | 35.59%-13.0pp |
| Employer contribution / active EE | $8,424 | $3,713+126.9% | $4,933+70.8% | $2,755+205.8% |
| Participant deferral / active EE | $15,077 | $6,644+126.9% | $8,070+86.8% | $4,296+251.0% |
| Admin fee / account holder | $21 | $7,941-99.7% | $12,998-99.8% | $6,918-99.7% |