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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,415 |
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 | $121,497 | $54,701+122.1% | $86,188+41.0% | $71,457+70.0% |
| Participation rate | 96.9% | 60.1%+36.7pp | 69.0%+27.9pp | 67.9%+28.9pp |
| Annual return | 15.92% | 20.06%-4.1pp | 1168.45%-1152.5pp | 28.85%-12.9pp |
| Employer contribution / active EE | $3,296 | $1,265+160.5% | $2,380+38.5% | $2,588+27.4% |
| Participant deferral / active EE | $1,107 | $3,108-64.4% | $3,985-72.2% | $4,289-74.2% |
| Admin fee / account holder | $23 | $1,922-98.8% | $6,852-99.7% | $1,587-98.6% |