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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $56,623 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,624 | $82,202+94.2% | $125,339+27.4% | $64,808+146.3% |
| Participation rate | 98.8% | 77.9%+20.9pp | 82.4%+16.4pp | 71.5%+27.4pp |
| Annual return | -16.80% | 3.48%-20.3pp | 572.05%-588.9pp | 32.82%-49.6pp |
| Employer contribution / active EE | $5,297 | $3,615+46.5% | $4,814+10.0% | $2,506+111.4% |
| Participant deferral / active EE | $12,379 | $7,175+72.5% | $7,446+66.2% | $4,310+187.2% |
| Admin fee / account holder | $155 | $163-4.9% | $10,010-98.4% | $188-17.3% |