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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,739 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,022 | $65,061+209.0% | $143,757+39.8% | $66,914+200.4% |
| Participation rate | 98.3% | 65.2%+33.1pp | 80.3%+18.0pp | 69.8%+28.5pp |
| Annual return | -12.35% | -11.14%-1.2pp | -0.04%-12.3pp | 1.58%-13.9pp |
| Employer contribution / active EE | $14,496 | $2,361+514.1% | $4,951+192.8% | $2,544+469.8% |
| Participant deferral / active EE | $8,780 | $2,919+200.8% | $5,637+55.8% | $4,237+107.2% |
| Admin fee / account holder | $25 | $502-95.0% | $14,673-99.8% | $593-95.8% |