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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,660 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,243 | $61,272-29.4% | $149,673-71.1% | $71,457-39.5% |
| Participation rate | 97.8% | 62.5%+35.3pp | 78.8%+19.1pp | 67.9%+29.9pp |
| Annual return | 17.11% | 35.85%-18.7pp | 134.42%-117.3pp | 28.85%-11.7pp |
| Employer contribution / active EE | $2,643 | $2,378+11.1% | $4,818-45.1% | $2,588+2.1% |
| Participant deferral / active EE | $2,913 | $2,917-0.1% | $5,680-48.7% | $4,289-32.1% |
| Admin fee / account holder | $5 | $1,261-99.6% | $13,210-100.0% | $1,587-99.7% |