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 | $14,747 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,507 | $58,264+31.3% | $86,612-11.7% | $71,457+7.1% |
| Participation rate | 70.0% | 65.0%+5.0pp | 71.7%-1.7pp | 67.9%+2.1pp |
| Annual return | 17.17% | 21.63%-4.5pp | 591.07%-573.9pp | 28.85%-11.7pp |
| Employer contribution / active EE | $82 | $2,574-96.8% | $3,022-97.3% | $2,588-96.8% |
| Participant deferral / active EE | $4,602 | $3,436+33.9% | $4,438+3.7% | $4,289+7.3% |
| Admin fee / account holder | $113 | $1,057-89.3% | $5,614-98.0% | $1,587-92.9% |