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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,656 | $101,883+84.2% | $453,369-58.6% | $85,850+118.6% |
| Participation rate | 92.3% | 72.3%+20.0pp | 78.0%+14.3pp | 69.3%+23.0pp |
| Annual return | 15.94% | 25.38%-9.4pp | 64.40%-48.5pp | 318.53%-302.6pp |
| Employer contribution / active EE | $4,686 | $2,847+64.6% | $4,070+15.1% | $2,565+82.7% |
| Participant deferral / active EE | $6,866 | $4,782+43.6% | $6,209+10.6% | $3,952+73.7% |
| Admin fee / account holder | $45 | $5,706-99.2% | $11,209-99.6% | $6,260-99.3% |