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 9-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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $200 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,513 | $71,802-14.3% | $133,980-54.1% | $57,658+6.7% |
| Participation rate | 90.5% | 85.5%+5.0pp | 87.1%+3.4pp | 70.2%+20.2pp |
| Annual return | 0.00% | 13.51%-13.5pp | 29.30%-29.3pp | 5.13%-5.1pp |
| Employer contribution / active EE | $398 | $3,161-87.4% | $5,211-92.4% | $1,974-79.8% |
| Participant deferral / active EE | $748 | $4,606-83.8% | $6,282-88.1% | $3,061-75.6% |
| Admin fee / account holder | $0 | $88-100.0% | $9,324-100.0% | $95-100.0% |