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 7-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.7+ years Service code 99 · EIN 23-1945930 | Other Fees | $12,044 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,025 | $89,698+139.7% | $103,464+107.8% | $80,874+165.9% |
| Participation rate | 98.8% | 76.0%+22.8pp | 80.5%+18.3pp | 67.6%+31.2pp |
| Annual return | 14.30% | 22.78%-8.5pp | 23.91%-9.6pp | 35.62%-21.3pp |
| Employer contribution / active EE | $5,711 | $4,018+42.1% | $4,677+22.1% | $2,756+107.2% |
| Participant deferral / active EE | $17,675 | $5,456+223.9% | $6,624+166.8% | $4,297+311.3% |
| Admin fee / account holder | $29 | $6,768-99.6% | $9,410-99.7% | $6,935-99.6% |