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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,025 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,512 | $83,427-1.1% | $115,756-28.7% | $68,494+20.5% |
| Participation rate | 94.4% | 71.9%+22.5pp | 77.1%+17.4pp | 67.9%+26.6pp |
| Annual return | -17.28% | -10.95%-6.3pp | 143.14%-160.4pp | -7.84%-9.4pp |
| Employer contribution / active EE | $5,288 | $3,075+72.0% | $3,793+39.4% | $2,596+103.7% |
| Participant deferral / active EE | $0 | $5,355-100.0% | $6,254-100.0% | $4,027-100.0% |
| Admin fee / account holder | $17 | $5,708-99.7% | $8,124-99.8% | $5,403-99.7% |