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 | $2,655 |
Participant 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 | $24,138 | $65,390-63.1% | $169,368-85.7% | $71,457-66.2% |
| Participation rate | 99.4% | 67.0%+32.4pp | 77.1%+22.2pp | 67.9%+31.5pp |
| Annual return | 17.46% | 21.31%-3.9pp | 405.60%-388.1pp | 28.85%-11.4pp |
| Employer contribution / active EE | $1,392 | $2,079-33.1% | $4,013-65.3% | $2,588-46.2% |
| Participant deferral / active EE | $1,281 | $4,367-70.7% | $6,221-79.4% | $4,289-70.1% |
| Admin fee / account holder | $11 | $1,324-99.2% | $9,003-99.9% | $1,587-99.3% |