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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,285 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,601 | $59,159-48.3% | $159,960-80.9% | $66,914-54.3% |
| Participation rate | 95.2% | 68.1%+27.1pp | 78.0%+17.2pp | 69.8%+25.4pp |
| Annual return | -15.47% | -12.26%-3.2pp | 408.60%-424.1pp | 1.58%-17.0pp |
| Employer contribution / active EE | $1,685 | $1,983-15.0% | $4,226-60.1% | $2,544-33.8% |
| Participant deferral / active EE | $1,768 | $4,395-59.8% | $6,182-71.4% | $4,237-58.3% |
| Admin fee / account holder | $15 | $591-97.5% | $8,698-99.8% | $593-97.5% |