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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $3,096 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,923 | $121,341-34.1% | $189,513-57.8% | $79,386+0.7% |
| Participation rate | 79.8% | 86.1%-6.3pp | 87.8%-8.0pp | 70.7%+9.1pp |
| Annual return | 24.75% | 21.08%+3.7pp | 555.15%-530.4pp | 116.85%-92.1pp |
| Employer contribution / active EE | $3,513 | $3,915-10.3% | $6,162-43.0% | $2,427+44.7% |
| Participant deferral / active EE | $13,160 | $6,395+105.8% | $8,221+60.1% | $4,046+225.3% |
| Admin fee / account holder | $24 | $651-96.3% | $12,045-99.8% | $626-96.1% |