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 6-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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $2,985 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,053 | $102,382-51.1% | $147,005-66.0% | $80,874-38.1% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.2%+16.8pp | 67.6%+31.3pp |
| Annual return | 32.06% | 134.89%-102.8pp | 418.76%-386.7pp | 35.62%-3.6pp |
| Employer contribution / active EE | $6,826 | $3,715+83.8% | $4,934+38.3% | $2,756+147.7% |
| Participant deferral / active EE | $18,714 | $6,646+181.6% | $8,070+131.9% | $4,297+335.5% |
| Admin fee / account holder | $4 | $7,942-99.9% | $13,006-100.0% | $6,935-99.9% |