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 9-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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $437,855 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,622 | $63,259+71.7% | $178,490-39.1% | $93,223+16.5% |
| Participation rate | 75.9% | 72.1%+3.8pp | 81.9%-6.0pp | 74.9%+1.0pp |
| Annual return | 15.25% | 19.93%-4.7pp | 151.07%-135.8pp | 19.29%-4.0pp |
| Employer contribution / active EE | $238 | $1,865-87.2% | $5,011-95.3% | $2,680-91.1% |
| Participant deferral / active EE | $2,031 | $3,372-39.8% | $5,202-60.9% | $4,563-55.5% |
| Admin fee / account holder | $41 | $58-29.2% | $13,984-99.7% | $79-48.1% |