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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,798 | $122,239-2.8% | $184,203-35.5% | $74,495+59.5% |
| Participation rate | 92.0% | 85.5%+6.6pp | 86.8%+5.2pp | 67.2%+24.8pp |
| Annual return | 25.33% | 19.95%+5.4pp | 28.81%-3.5pp | 1364.94%-1339.6pp |
| Employer contribution / active EE | $10,026 | $4,537+121.0% | $6,427+56.0% | $2,623+282.2% |
| Participant deferral / active EE | $18,895 | $7,139+164.7% | $9,131+106.9% | $4,346+334.8% |
| Admin fee / account holder | $6 | $1,260-99.5% | $13,901-100.0% | $1,942-99.7% |