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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,493 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,279 | $69,010+41.0% | $159,960-39.2% | $68,494+42.0% |
| Participation rate | 96.8% | 65.4%+31.4pp | 78.0%+18.9pp | 67.9%+29.0pp |
| Annual return | -18.10% | -9.65%-8.4pp | 408.60%-426.7pp | -7.84%-10.3pp |
| Employer contribution / active EE | $4,137 | $2,213+86.9% | $4,226-2.1% | $2,596+59.3% |
| Participant deferral / active EE | $7,520 | $4,212+78.5% | $6,182+21.6% | $4,027+86.7% |
| Admin fee / account holder | $129 | $4,798-97.3% | $8,698-98.5% | $5,403-97.6% |