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 | $102,382-55.0% | $147,005-68.6% | $80,874-43.0% |
| Participation rate | 85.2% | 75.8%+9.4pp | 82.2%+3.1pp | 67.6%+17.6pp |
| Annual return | 22.60% | 134.89%-112.3pp | 418.76%-396.2pp | 35.62%-13.0pp |
| Employer contribution / active EE | $8,424 | $3,715+126.8% | $4,934+70.7% | $2,756+205.7% |
| Participant deferral / active EE | $15,077 | $6,646+126.8% | $8,070+86.8% | $4,297+250.9% |
| Admin fee / account holder | $21 | $7,942-99.7% | $13,006-99.8% | $6,935-99.7% |