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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,539 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,480 | $58,320+51.7% | $86,436+2.4% | $66,914+32.2% |
| Participation rate | 85.7% | 78.6%+7.1pp | 80.3%+5.4pp | 69.8%+15.9pp |
| Annual return | -17.38% | -9.71%-7.7pp | 4394.89%-4412.3pp | 1.58%-19.0pp |
| Employer contribution / active EE | $2,731 | $2,615+4.4% | $3,769-27.5% | $2,544+7.4% |
| Participant deferral / active EE | $10,514 | $6,899+52.4% | $6,952+51.2% | $4,237+148.2% |
| Admin fee / account holder | $99 | $546-81.9% | $6,731-98.5% | $593-83.4% |