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 6-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 | $1,950 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,575 | $121,341-44.3% | $189,513-64.3% | $79,386-14.9% |
| Participation rate | 86.8% | 86.1%+0.7pp | 87.8%-1.0pp | 70.7%+16.1pp |
| Annual return | 26.37% | 21.08%+5.3pp | 555.15%-528.8pp | 116.85%-90.5pp |
| Employer contribution / active EE | $6,049 | $3,915+54.5% | $6,162-1.8% | $2,427+149.2% |
| Participant deferral / active EE | $11,762 | $6,395+83.9% | $8,221+43.1% | $4,046+190.7% |
| Admin fee / account holder | $9 | $651-98.6% | $12,045-99.9% | $626-98.6% |