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 | $4,200 |
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 | $221,956 | $87,870+152.6% | $113,168+96.1% | $74,304+198.7% |
| Participation rate | 95.0% | 70.7%+24.3pp | 76.6%+18.5pp | 60.3%+34.7pp |
| Annual return | 19.35% | 26.44%-7.1pp | 24.27%-4.9pp | 29.43%-10.1pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $5,201 | $4,241+22.6% | $5,107+1.9% | $3,767+38.1% |
| Admin fee / account holder | $12 | $3,368-99.7% | $12,068-99.9% | $2,969-99.6% |