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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,185 | $83,427+89.6% | $115,756+36.7% | $68,494+130.9% |
| Participation rate | 87.8% | 71.9%+15.9pp | 77.1%+10.7pp | 67.9%+19.9pp |
| Annual return | -17.69% | -10.95%-6.7pp | 143.14%-160.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $5,154 | $3,075+67.6% | $3,793+35.9% | $2,596+98.5% |
| Participant deferral / active EE | $7,666 | $5,355+43.1% | $6,254+22.6% | $4,027+90.3% |
| Admin fee / account holder | $43 | $5,708-99.2% | $8,124-99.5% | $5,403-99.2% |