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 | $29,049 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,929 | $59,159+97.7% | $159,960-26.9% | $66,914+74.7% |
| Participation rate | 89.3% | 68.1%+21.2pp | 78.0%+11.3pp | 69.8%+19.5pp |
| Annual return | -17.62% | -12.26%-5.4pp | 408.60%-426.2pp | 1.58%-19.2pp |
| Employer contribution / active EE | $3,595 | $1,983+81.3% | $4,226-14.9% | $2,544+41.3% |
| Participant deferral / active EE | $8,970 | $4,395+104.1% | $6,182+45.1% | $4,237+111.7% |
| Admin fee / account holder | $117 | $591-80.2% | $8,698-98.7% | $593-80.3% |