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 8-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 99 · EIN 23-1945930 | Other Fees | $7,753 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,922 | $93,170+141.4% | $100,534+123.7% | $84,808+165.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.6%+19.4pp | 68.3%+31.7pp |
| Annual return | 16.33% | 47.13%-30.8pp | 32.66%-16.3pp | 40.90%-24.6pp |
| Employer contribution / active EE | $7,040 | $3,985+76.7% | $4,346+62.0% | $2,631+167.6% |
| Participant deferral / active EE | $12,261 | $5,699+115.2% | $6,144+99.6% | $4,212+191.1% |
| Admin fee / account holder | $40 | $7,382-99.5% | $7,654-99.5% | $7,344-99.5% |