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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,720 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,318 | $104,475-67.2% | $159,436-78.5% | $79,386-56.8% |
| Participation rate | 98.8% | 76.6%+22.2pp | 82.8%+16.0pp | 70.7%+28.1pp |
| Annual return | 20.55% | 67.95%-47.4pp | 263.57%-243.0pp | 116.85%-96.3pp |
| Employer contribution / active EE | $1,200 | $3,417-64.9% | $4,829-75.2% | $2,427-50.6% |
| Participant deferral / active EE | $11,327 | $6,467+75.1% | $7,352+54.1% | $4,046+180.0% |
| Admin fee / account holder | $9 | $711-98.7% | $10,799-99.9% | $626-98.6% |