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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $580 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,877 | $102,553-27.0% | $151,611-50.6% | $66,914+11.9% |
| Participation rate | 88.5% | 85.5%+3.0pp | 87.5%+1.0pp | 69.8%+18.7pp |
| Annual return | -15.46% | -10.82%-4.6pp | 3.33%-18.8pp | 1.58%-17.0pp |
| Employer contribution / active EE | $4,129 | $4,180-1.2% | $6,166-33.0% | $2,544+62.3% |
| Participant deferral / active EE | $14,896 | $6,641+124.3% | $8,363+78.1% | $4,237+251.6% |
| Admin fee / account holder | $4 | $630-99.3% | $11,616-100.0% | $593-99.3% |