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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,208 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,105 | $61,272+1.4% | $149,673-58.5% | $71,457-13.1% |
| Participation rate | 89.7% | 62.5%+27.2pp | 78.8%+10.9pp | 67.9%+21.7pp |
| Annual return | 23.59% | 35.85%-12.3pp | 134.42%-110.8pp | 28.85%-5.3pp |
| Employer contribution / active EE | $7,936 | $2,378+233.7% | $4,818+64.7% | $2,588+206.7% |
| Participant deferral / active EE | $8,790 | $2,917+201.3% | $5,680+54.8% | $4,289+105.0% |
| Admin fee / account holder | $75 | $1,261-94.1% | $13,210-99.4% | $1,587-95.3% |