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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,378 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,499 | $130,224+76.2% | $197,124+16.4% | $79,634+188.2% |
| Participation rate | 98.8% | 87.8%+11.0pp | 86.7%+12.1pp | 62.5%+36.3pp |
| Annual return | 16.78% | 23.65%-6.9pp | 44.34%-27.6pp | 36.46%-19.7pp |
| Employer contribution / active EE | $4,714 | $4,314+9.3% | $6,227-24.3% | $2,529+86.4% |
| Participant deferral / active EE | $7,358 | $7,378-0.3% | $9,135-19.5% | $3,835+91.9% |
| Admin fee / account holder | $71 | $254-72.0% | $16,298-99.6% | $1,002-92.9% |