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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,156 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,224 | $65,061+220.0% | $143,757+44.8% | $66,914+211.2% |
| Participation rate | 93.6% | 65.2%+28.4pp | 80.3%+13.3pp | 69.8%+23.8pp |
| Annual return | -7.62% | -11.14%+3.5pp | -0.04%-7.6pp | 1.58%-9.2pp |
| Employer contribution / active EE | $8,409 | $2,361+256.2% | $4,951+69.8% | $2,544+230.5% |
| Participant deferral / active EE | $4,645 | $2,919+59.1% | $5,637-17.6% | $4,237+9.6% |
| Admin fee / account holder | $15 | $502-97.0% | $14,673-99.9% | $593-97.5% |