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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,487 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,366 | $80,724+173.0% | $103,333+113.3% | $74,495+195.8% |
| Participation rate | 96.2% | 65.7%+30.6pp | 74.5%+21.7pp | 67.2%+29.0pp |
| Annual return | 14.98% | 27.56%-12.6pp | 24.88%-9.9pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $3,977 | $3,157+26.0% | $3,868+2.8% | $2,623+51.6% |
| Participant deferral / active EE | $10,116 | $3,860+162.1% | $5,057+100.0% | $4,346+132.8% |
| Admin fee / account holder | $17 | $2,368-99.3% | $8,355-99.8% | $1,942-99.1% |