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 | $600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,635 | $82,202+183.0% | $125,339+85.6% | $64,808+259.0% |
| Participation rate | 85.4% | 77.9%+7.5pp | 82.4%+3.0pp | 71.5%+13.9pp |
| Annual return | -15.32% | 3.48%-18.8pp | 572.05%-587.4pp | 32.82%-48.1pp |
| Employer contribution / active EE | $11,433 | $3,615+216.2% | $4,814+137.5% | $2,506+356.3% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $2 | $163-98.9% | $10,010-100.0% | $188-99.1% |