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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,468 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,213 | $54,350+108.3% | $82,719+36.9% | $68,494+65.3% |
| Participation rate | 96.7% | 63.9%+32.8pp | 72.6%+24.2pp | 67.9%+28.8pp |
| Annual return | -16.69% | -13.67%-3.0pp | 701.18%-717.9pp | -7.84%-8.9pp |
| Employer contribution / active EE | $5,618 | $2,218+153.3% | $3,009+86.7% | $2,596+116.4% |
| Participant deferral / active EE | $11,398 | $3,246+251.1% | $4,395+159.3% | $4,027+183.0% |
| Admin fee / account holder | $73 | $4,395-98.3% | $5,329-98.6% | $5,403-98.6% |