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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $14,704 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,411 | $65,435-53.5% | $86,677-64.9% | $66,914-54.6% |
| Participation rate | 94.7% | 75.5%+19.3pp | 76.6%+18.2pp | 69.8%+24.9pp |
| Annual return | -17.16% | -10.89%-6.3pp | 35.91%-53.1pp | 1.58%-18.7pp |
| Employer contribution / active EE | $1,513 | $2,153-29.7% | $2,836-46.7% | $2,544-40.5% |
| Participant deferral / active EE | $3,439 | $4,100-16.1% | $4,656-26.1% | $4,237-18.8% |
| Admin fee / account holder | $120 | $642-81.4% | $7,493-98.4% | $593-79.8% |