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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,841 | $101,8830% | $453,369-77.5% | $85,850+18.6% |
| Participation rate | 100.0% | 72.3%+27.7pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 16.23% | 25.38%-9.2pp | 64.40%-48.2pp | 318.53%-302.3pp |
| Employer contribution / active EE | $4,469 | $2,847+57.0% | $4,070+9.8% | $2,565+74.2% |
| Participant deferral / active EE | $0 | $4,782-100.0% | $6,209-100.0% | $3,952-100.0% |
| Admin fee / account holder | $17 | $5,706-99.7% | $11,209-99.9% | $6,260-99.7% |