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 4-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 | $12,404 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,554 | $91,538-36.0% | $129,995-55.0% | $75,163-22.1% |
| Participation rate | 98.6% | 71.4%+27.1pp | 78.5%+20.1pp | 67.2%+31.4pp |
| Annual return | 20.34% | -631.11%+651.4pp | -137.18%+157.5pp | 160.62%-140.3pp |
| Employer contribution / active EE | $6,838 | $2,845+140.3% | $4,320+58.3% | $2,670+156.1% |
| Participant deferral / active EE | $14,848 | $4,341+242.1% | $5,820+155.1% | $4,125+260.0% |
| Admin fee / account holder | $40 | $6,790-99.4% | $10,614-99.6% | $5,651-99.3% |