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 |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,428 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,144 | $86,897+4.9% | $151,611-39.9% | $64,808+40.6% |
| Participation rate | 81.7% | 87.3%-5.5pp | 87.5%-5.7pp | 71.5%+10.3pp |
| Annual return | -16.97% | -3.57%-13.4pp | 3.33%-20.3pp | 32.82%-49.8pp |
| Employer contribution / active EE | $4,136 | $4,010+3.1% | $6,166-32.9% | $2,506+65.0% |
| Participant deferral / active EE | $7,893 | $6,690+18.0% | $8,363-5.6% | $4,310+83.1% |
| Admin fee / account holder | $11 | $153-92.9% | $11,616-99.9% | $188-94.2% |