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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,785 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,853 | $72,066-50.2% | $81,930-56.2% | $90,288-60.3% |
| Participation rate | 98.0% | 78.9%+19.1pp | 72.0%+26.0pp | 73.4%+24.7pp |
| Annual return | 0.00% | 15.92%-15.9pp | 29.49%-29.5pp | 53.97%-54.0pp |
| Employer contribution / active EE | $529 | $2,335-77.3% | $4,310-87.7% | $2,524-79.0% |
| Participant deferral / active EE | $230 | $3,557-93.5% | $7,107-96.8% | $4,232-94.6% |
| Admin fee / account holder | $0 | $92-99.7% | $5,158-100.0% | $114-99.7% |