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 5-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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,351 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,496 | $101,317-57.1% | $146,958-70.4% | $74,495-41.6% |
| Participation rate | 87.4% | 75.5%+11.9pp | 82.2%+5.3pp | 67.2%+20.2pp |
| Annual return | 23.95% | 8730.91%-8707.0pp | 418.34%-394.4pp | 1364.94%-1341.0pp |
| Employer contribution / active EE | $2 | $3,810-99.9% | $4,933-100.0% | $2,623-99.9% |
| Participant deferral / active EE | $16,679 | $7,303+128.4% | $8,070+106.7% | $4,346+283.8% |
| Admin fee / account holder | $38 | $1,739-97.8% | $12,998-99.7% | $1,942-98.0% |