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 | $141,330 |
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 | $186,589 | $153,281+21.7% | $93,789+98.9% | $77,904+139.5% |
| Participation rate | 96.7% | 92.2%+4.5pp | 81.0%+15.8pp | 73.7%+23.0pp |
| Annual return | -14.24% | -5.55%-8.7pp | -11.33%-2.9pp | 12.21%-26.4pp |
| Employer contribution / active EE | $13 | $5,690-99.8% | $4,323-99.7% | $2,848-99.6% |
| Participant deferral / active EE | $14,103 | $9,364+50.6% | $6,094+131.4% | $4,806+193.4% |
| Admin fee / account holder | $77 | $114-32.9% | $7,195-98.9% | $133-42.3% |