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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,848 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,356 | $136,307-55.0% | $177,821-65.5% | $73,488-16.5% |
| Participation rate | 81.8% | 86.1%-4.3pp | 87.7%-5.9pp | 70.7%+11.1pp |
| Annual return | 21.78% | 18.68%+3.1pp | 48.32%-26.5pp | 28.51%-6.7pp |
| Employer contribution / active EE | $2,195 | $3,712-40.9% | $5,918-62.9% | $2,270-3.3% |
| Participant deferral / active EE | $9,561 | $5,829+64.0% | $7,714+23.9% | $3,740+155.7% |
| Admin fee / account holder | $10 | $596-98.4% | $12,427-99.9% | $513-98.1% |