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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,870 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,156 | $109,881-71.6% | $150,045-79.2% | $84,808-63.3% |
| Participation rate | 97.8% | 76.1%+21.7pp | 82.3%+15.4pp | 68.3%+29.4pp |
| Annual return | 20.31% | 28.25%-7.9pp | 62.55%-42.2pp | 40.90%-20.6pp |
| Employer contribution / active EE | $3,122 | $3,561-12.3% | $4,693-33.5% | $2,631+18.7% |
| Participant deferral / active EE | $8,761 | $6,636+32.0% | $7,997+9.6% | $4,212+108.0% |
| Admin fee / account holder | $18 | $8,568-99.8% | $13,435-99.9% | $7,344-99.8% |