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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,712 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,620 | $102,553-16.5% | $151,611-43.5% | $66,914+28.0% |
| Participation rate | 91.7% | 85.5%+6.2pp | 87.5%+4.2pp | 69.8%+21.9pp |
| Annual return | -13.06% | -10.82%-2.2pp | 3.33%-16.4pp | 1.58%-14.6pp |
| Employer contribution / active EE | $5,047 | $4,180+20.7% | $6,166-18.1% | $2,544+98.4% |
| Participant deferral / active EE | $11,121 | $6,641+67.5% | $8,363+33.0% | $4,237+162.5% |
| Admin fee / account holder | $9 | $630-98.7% | $11,616-99.9% | $593-98.6% |