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 | $1,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,237 | $64,119+234.1% | $112,228+90.9% | $66,914+220.2% |
| Participation rate | 94.3% | 68.5%+25.8pp | 75.1%+19.2pp | 69.8%+24.5pp |
| Annual return | -17.53% | -13.81%-3.7pp | 27.45%-45.0pp | 1.58%-19.1pp |
| Employer contribution / active EE | $5,965 | $3,005+98.5% | $3,635+64.1% | $2,544+134.5% |
| Participant deferral / active EE | $6,649 | $3,693+80.0% | $4,728+40.6% | $4,237+56.9% |
| Admin fee / account holder | $7 | $625-98.8% | $6,410-99.9% | $593-98.8% |