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 | $14,301 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,962 | $65,435+86.4% | $86,677+40.7% | $66,914+82.3% |
| Participation rate | 93.7% | 75.5%+18.2pp | 76.6%+17.1pp | 69.8%+23.9pp |
| Annual return | -15.91% | -10.89%-5.0pp | 35.91%-51.8pp | 1.58%-17.5pp |
| Employer contribution / active EE | $1,504 | $2,153-30.2% | $2,836-47.0% | $2,544-40.9% |
| Participant deferral / active EE | $5,725 | $4,100+39.6% | $4,656+23.0% | $4,237+35.1% |
| Admin fee / account holder | $46 | $642-92.9% | $7,493-99.4% | $593-92.3% |