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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $3,615 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,863 | $64,119+44.8% | $112,228-17.3% | $66,914+38.8% |
| Participation rate | 99.0% | 68.5%+30.6pp | 75.1%+24.0pp | 69.8%+29.2pp |
| Annual return | 5.62% | -13.81%+19.4pp | 27.45%-21.8pp | 1.58%+4.0pp |
| Employer contribution / active EE | $1,393 | $3,005-53.6% | $3,635-61.7% | $2,544-45.2% |
| Participant deferral / active EE | $3,931 | $3,693+6.5% | $4,728-16.8% | $4,237-7.2% |
| Admin fee / account holder | $27 | $625-95.8% | $6,410-99.6% | $593-95.5% |