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 | $2,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,392 | $82,202+182.7% | $125,339+85.4% | $64,808+258.6% |
| Participation rate | 71.6% | 77.9%-6.2pp | 82.4%-10.7pp | 71.5%+0.2pp |
| Annual return | -16.48% | 3.48%-20.0pp | 572.05%-588.5pp | 32.82%-49.3pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $4,814-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $10,826 | $7,175+50.9% | $7,446+45.4% | $4,310+151.2% |
| Admin fee / account holder | $4 | $163-97.8% | $10,010-100.0% | $188-98.1% |