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 | $12,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,284 | $58,694+103.2% | $142,863-16.5% | $85,850+38.9% |
| Participation rate | 100.0% | 58.5%+41.5pp | 71.9%+28.1pp | 69.3%+30.7pp |
| Annual return | 27.53% | 27.72%-0.2pp | 5637.54%-5610.0pp | 318.53%-291.0pp |
| Employer contribution / active EE | $468 | $1,423-67.1% | $4,144-88.7% | $2,565-81.8% |
| Participant deferral / active EE | $0 | $2,607-100.0% | $3,837-100.0% | $3,952-100.0% |
| Admin fee / account holder | $97 | $4,239-97.7% | $6,560-98.5% | $6,260-98.4% |