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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,974 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,910 | $86,286+102.7% | $111,297+57.2% | $85,850+103.7% |
| Participation rate | 87.3% | 73.3%+14.0pp | 77.3%+10.0pp | 69.3%+18.0pp |
| Annual return | 13.54% | 19.99%-6.4pp | 54.65%-41.1pp | 318.53%-305.0pp |
| Employer contribution / active EE | $4,541 | $2,043+122.2% | $2,731+66.3% | $2,565+77.0% |
| Participant deferral / active EE | $11,322 | $3,641+211.0% | $4,487+152.3% | $3,952+186.5% |
| Admin fee / account holder | $152 | $8,188-98.1% | $7,964-98.1% | $6,260-97.6% |