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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,406 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,576 | $102,553+19.5% | $151,611-19.2% | $66,914+83.2% |
| Participation rate | 95.2% | 85.5%+9.7pp | 87.5%+7.7pp | 69.8%+25.4pp |
| Annual return | -11.46% | -10.82%-0.6pp | 3.33%-14.8pp | 1.58%-13.0pp |
| Employer contribution / active EE | $2,047 | $4,180-51.0% | $6,166-66.8% | $2,544-19.5% |
| Participant deferral / active EE | $6,070 | $6,641-8.6% | $8,363-27.4% | $4,237+43.3% |
| Admin fee / account holder | $24 | $630-96.2% | $11,616-99.8% | $593-95.9% |