Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 6-year trajectory for $4.99 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 | $29,714 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,004 | $58,234-74.2% | $81,783-81.7% | $80,874-81.4% |
| Participation rate | 96.7% | 63.4%+33.2pp | 72.4%+24.3pp | 67.6%+29.0pp |
| Annual return | 12.91% | 41.70%-28.8pp | 775.05%-762.1pp | 35.62%-22.7pp |
| Employer contribution / active EE | $1,040 | $2,341-55.6% | $2,913-64.3% | $2,756-62.3% |
| Participant deferral / active EE | $4,503 | $3,283+37.2% | $4,320+4.2% | $4,297+4.8% |
| Admin fee / account holder | $96 | $4,982-98.1% | $7,380-98.7% | $6,935-98.6% |