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 | $18,259 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,895 | $61,272+12.4% | $149,673-54.0% | $71,457-3.6% |
| Participation rate | 80.5% | 62.5%+18.0pp | 78.8%+1.8pp | 67.9%+12.6pp |
| Annual return | 17.29% | 35.85%-18.6pp | 134.42%-117.1pp | 28.85%-11.6pp |
| Employer contribution / active EE | $2,614 | $2,378+9.9% | $4,818-45.7% | $2,588+1.0% |
| Participant deferral / active EE | $3,988 | $2,917+36.7% | $5,680-29.8% | $4,289-7.0% |
| Admin fee / account holder | $103 | $1,261-91.8% | $13,210-99.2% | $1,587-93.5% |