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 9-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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,070 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,506 | $100,923-9.3% | $150,045-39.0% | $74,304+23.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 19.56% | 51.77%-32.2pp | 62.55%-43.0pp | 29.43%-9.9pp |
| Employer contribution / active EE | $3,572 | $3,463+3.1% | $4,693-23.9% | $2,241+59.4% |
| Participant deferral / active EE | $9,019 | $6,709+34.4% | $7,997+12.8% | $3,767+139.4% |
| Admin fee / account holder | $8 | $2,767-99.7% | $13,435-99.9% | $2,969-99.7% |