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 | $13,493 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,966 | $65,061-23.2% | $143,757-65.2% | $66,914-25.3% |
| Participation rate | 82.3% | 65.2%+17.1pp | 80.3%+2.0pp | 69.8%+12.5pp |
| Annual return | -14.60% | -11.14%-3.5pp | -0.04%-14.6pp | 1.58%-16.2pp |
| Employer contribution / active EE | $5,716 | $2,361+142.2% | $4,951+15.5% | $2,544+124.7% |
| Participant deferral / active EE | $9,961 | $2,919+241.2% | $5,637+76.7% | $4,237+135.1% |
| Admin fee / account holder | $72 | $502-85.7% | $14,673-99.5% | $593-87.9% |