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 | $1,450 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,913 | $49,451+85.9% | $79,550+15.5% | $66,914+37.4% |
| Participation rate | 98.8% | 61.3%+37.5pp | 69.5%+29.3pp | 69.8%+29.0pp |
| Annual return | -16.41% | 84.25%-100.7pp | 0.16%-16.6pp | 1.58%-18.0pp |
| Employer contribution / active EE | $2,709 | $1,266+114.1% | $2,413+12.3% | $2,544+6.5% |
| Participant deferral / active EE | $959 | $3,159-69.6% | $3,985-75.9% | $4,237-77.4% |
| Admin fee / account holder | $6 | $595-99.0% | $6,832-99.9% | $593-99.0% |