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 4-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 21 · EIN 23-1945930 | Bank Trustee | $19,169 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,341 | $72,482-25.0% | $129,110-57.9% | $64,808-16.2% |
| Participation rate | 89.0% | 79.2%+9.7pp | 77.3%+11.7pp | 71.5%+17.5pp |
| Annual return | -1.29% | -9.08%+7.8pp | -10.94%+9.7pp | 32.82%-34.1pp |
| Employer contribution / active EE | $8,543 | $4,247+101.1% | $5,052+69.1% | $2,506+240.9% |
| Participant deferral / active EE | $5,558 | $5,679-2.1% | $6,542-15.0% | $4,310+28.9% |
| Admin fee / account holder | $52 | $144-63.7% | $14,302-99.6% | $188-72.1% |