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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,585 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,463 | $106,028-55.2% | $146,958-67.7% | $77,643-38.9% |
| Participation rate | 98.7% | 78.4%+20.4pp | 82.2%+16.6pp | 70.6%+28.2pp |
| Annual return | 48.61% | 56.73%-8.1pp | 418.34%-369.7pp | 31.24%+17.4pp |
| Employer contribution / active EE | $7,187 | $4,063+76.9% | $4,933+45.7% | $2,726+163.7% |
| Participant deferral / active EE | $11,648 | $7,990+45.8% | $8,070+44.3% | $4,647+150.6% |
| Admin fee / account holder | $10 | $337-97.0% | $12,998-99.9% | $430-97.7% |