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.3+ years Service code 21 · EIN 23-1945930 | Bank Trustee | $39,122 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,655 | $102,197-32.8% | $142,449-51.8% | $74,419-7.7% |
| Participation rate | 95.9% | 79.8%+16.1pp | 76.8%+19.1pp | 70.7%+25.2pp |
| Annual return | 21.02% | 19.73%+1.3pp | 19.99%+1.0pp | 34.38%-13.4pp |
| Employer contribution / active EE | $8,913 | $5,052+76.4% | $4,847+83.9% | $2,637+237.9% |
| Participant deferral / active EE | $6,186 | $6,304-1.9% | $6,283-1.5% | $4,528+36.6% |
| Admin fee / account holder | $110 | $186-40.7% | $10,011-98.9% | $348-68.3% |