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 |
|---|---|---|
Filed as: HUMAN INVESTING Service code 27 · EIN 74-3130983 | Advisory (Plan) | $18,756 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $15,848 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,707 | $80,724-24.8% | $103,333-41.3% | $74,495-18.5% |
| Participation rate | 89.0% | 65.7%+23.3pp | 74.5%+14.5pp | 67.2%+21.8pp |
| Annual return | 13.71% | 27.56%-13.8pp | 24.88%-11.2pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $4,356 | $3,157+38.0% | $3,868+12.6% | $2,623+66.1% |
| Participant deferral / active EE | $8,448 | $3,860+118.8% | $5,057+67.0% | $4,346+94.4% |
| Admin fee / account holder | $277 | $2,368-88.3% | $8,355-96.7% | $1,942-85.7% |