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.7 years Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $11,374 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,598 | $55,415+59.9% | $155,509-43.0% | $74,495+18.9% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 13.03% | 268.50%-255.5pp | 64.67%-51.6pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $2,469 | $2,267+8.9% | $4,672-47.2% | $2,623-5.9% |
| Participant deferral / active EE | $3,595 | $2,836+26.8% | $5,626-36.1% | $4,346-17.3% |
| Admin fee / account holder | $92 | $1,738-94.7% | $15,912-99.4% | $1,942-95.2% |