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 | $1,410 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,658 | $95,762-5.3% | $379,746-76.1% | $79,858+13.5% |
| Participation rate | 97.4% | 74.0%+23.4pp | 78.4%+19.0pp | 69.6%+27.8pp |
| Annual return | 17.03% | 18.26%-1.2pp | 34.90%-17.9pp | 31.71%-14.7pp |
| Employer contribution / active EE | $4,421 | $2,695+64.0% | $3,540+24.9% | $2,471+78.9% |
| Participant deferral / active EE | $0 | $4,705-100.0% | $6,024-100.0% | $3,740-100.0% |
| Admin fee / account holder | $12 | $6,745-99.8% | $7,927-99.9% | $5,306-99.8% |