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 3-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 | $8,388 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,380 | $82,202+7.5% | $125,339-29.5% | $64,808+36.4% |
| Participation rate | 92.3% | 77.9%+14.4pp | 82.4%+9.9pp | 71.5%+20.8pp |
| Annual return | 0.00% | 3.48%-3.5pp | 572.05%-572.1pp | 32.82%-32.8pp |
| Employer contribution / active EE | $750 | $3,615-79.2% | $4,814-84.4% | $2,506-70.1% |
| Participant deferral / active EE | $1,750 | $7,175-75.6% | $7,446-76.5% | $4,310-59.4% |
| Admin fee / account holder | $22 | $163-86.5% | $10,010-99.8% | $188-88.2% |