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 8-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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,815 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,884 | $102,382-26.9% | $147,005-49.1% | $80,874-7.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 19.13% | 134.89%-115.8pp | 418.76%-399.6pp | 35.62%-16.5pp |
| Employer contribution / active EE | $4,053 | $3,715+9.1% | $4,934-17.9% | $2,756+47.1% |
| Participant deferral / active EE | $9,649 | $6,646+45.2% | $8,070+19.6% | $4,297+124.6% |
| Admin fee / account holder | $15 | $7,942-99.8% | $13,006-99.9% | $6,935-99.8% |