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 10-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 | $25,711 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,336 | $65,061-61.1% | $143,757-82.4% | $66,914-62.1% |
| Participation rate | 99.4% | 65.2%+34.3pp | 80.3%+19.1pp | 69.8%+29.6pp |
| Annual return | -14.45% | -11.14%-3.3pp | -0.04%-14.4pp | 1.58%-16.0pp |
| Employer contribution / active EE | $1,673 | $2,361-29.1% | $4,951-66.2% | $2,544-34.2% |
| Participant deferral / active EE | $4,245 | $2,919+45.4% | $5,637-24.7% | $4,237+0.2% |
| Admin fee / account holder | $102 | $502-79.6% | $14,673-99.3% | $593-82.7% |