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.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,460 |
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 | $110,177 | $59,417+85.4% | $93,606+17.7% | $74,495+47.9% |
| Participation rate | 97.0% | 59.7%+37.4pp | 68.7%+28.3pp | 67.2%+29.8pp |
| Annual return | 12.11% | 81.83%-69.7pp | 133.20%-121.1pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $1,203 | $1,264-4.8% | $2,420-50.3% | $2,623-54.1% |
| Participant deferral / active EE | $1,149 | $3,050-62.3% | $4,411-74.0% | $4,346-73.6% |
| Admin fee / account holder | $6 | $3,021-99.8% | $8,285-99.9% | $1,942-99.7% |