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 8-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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,020 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,079 | $102,317+4.7% | $146,958-27.1% | $80,856+32.4% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.2%+16.7pp | 67.6%+31.3pp |
| Annual return | 22.83% | 134.76%-111.9pp | 418.34%-395.5pp | 35.59%-12.8pp |
| Employer contribution / active EE | $5,853 | $3,713+57.6% | $4,933+18.6% | $2,755+112.4% |
| Participant deferral / active EE | $13,863 | $6,644+108.7% | $8,070+71.8% | $4,296+222.7% |
| Admin fee / account holder | $8 | $7,941-99.9% | $12,998-99.9% | $6,918-99.9% |