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 | $2,845 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,125 | $65,061-38.3% | $143,757-72.1% | $66,914-40.0% |
| Participation rate | 97.8% | 65.2%+32.7pp | 80.3%+17.5pp | 69.8%+28.0pp |
| Annual return | -15.92% | -11.14%-4.8pp | -0.04%-15.9pp | 1.58%-17.5pp |
| Employer contribution / active EE | $2,540 | $2,361+7.6% | $4,951-48.7% | $2,544-0.2% |
| Participant deferral / active EE | $2,495 | $2,919-14.5% | $5,637-55.7% | $4,237-41.1% |
| Admin fee / account holder | $6 | $502-98.8% | $14,673-100.0% | $593-99.0% |