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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,156 | $104,475-41.5% | $159,436-61.6% | $79,386-23.0% |
| Participation rate | 75.7% | 76.6%-0.9pp | 82.8%-7.1pp | 70.7%+5.0pp |
| Annual return | 26.62% | 67.95%-41.3pp | 263.57%-236.9pp | 116.85%-90.2pp |
| Employer contribution / active EE | $3,852 | $3,417+12.7% | $4,829-20.2% | $2,427+58.7% |
| Participant deferral / active EE | $10,501 | $6,467+62.4% | $7,352+42.8% | $4,046+159.6% |
| Admin fee / account holder | $9 | $711-98.8% | $10,799-99.9% | $626-98.6% |