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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,845 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,332 | $72,254+113.6% | $86,677+78.1% | $64,808+138.1% |
| Participation rate | 92.2% | 80.4%+11.7pp | 76.6%+15.6pp | 71.5%+20.7pp |
| Annual return | -10.32% | 392.42%-402.7pp | 35.91%-46.2pp | 32.82%-43.1pp |
| Employer contribution / active EE | $0 | $2,393-100.0% | $2,836-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $4,856 | $4,658+4.2% | $4,656+4.3% | $4,310+12.6% |
| Admin fee / account holder | $12 | $174-92.8% | $7,493-99.8% | $188-93.4% |