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 4-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 |
|---|---|---|
Service code 27 · EIN 27-2233898 | Advisory (Plan) | $87,300 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,832 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,960 | $79,013-50.7% | $100,391-61.2% | $74,495-47.7% |
| Participation rate | 81.4% | 79.5%+1.9pp | 81.5%-0.1pp | 67.2%+14.2pp |
| Annual return | 23.47% | 20.41%+3.1pp | 49.20%-25.7pp | 1364.94%-1341.5pp |
| Employer contribution / active EE | $2,012 | $3,021-33.4% | $3,942-49.0% | $2,623-23.3% |
| Participant deferral / active EE | $14,733 | $7,760+89.9% | $8,082+82.3% | $4,346+239.0% |
| Admin fee / account holder | $179 | $1,320-86.5% | $7,899-97.7% | $1,942-90.8% |