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 5-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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $187 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,264 | $176,811-62.0% | $146,958-54.2% | - |
| Participation rate | 92.9% | 76.9%+16.0pp | 82.2%+10.8pp | - |
| Annual return | 20.06% | 11.56%+8.5pp | 418.34%-398.3pp | - |
| Employer contribution / active EE | $0 | $3,294-100.0% | $4,933-100.0% | - |
| Participant deferral / active EE | $14,507 | $6,900+110.3% | $8,070+79.8% | - |
| Admin fee / account holder | $1 | $27,451-100.0% | $12,998-100.0% | - |