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 6-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 | $6,275 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,154 | $106,028-60.2% | $146,958-71.3% | $77,643-45.7% |
| Participation rate | 95.1% | 78.4%+16.8pp | 82.2%+13.0pp | 70.6%+24.6pp |
| Annual return | 15.92% | 56.73%-40.8pp | 418.34%-402.4pp | 31.24%-15.3pp |
| Employer contribution / active EE | $5,157 | $4,063+26.9% | $4,933+4.5% | $2,726+89.2% |
| Participant deferral / active EE | $8,464 | $7,990+5.9% | $8,070+4.9% | $4,647+82.1% |
| Admin fee / account holder | $3 | $337-99.1% | $12,998-100.0% | $430-99.3% |