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 | $1,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,715 | $51,197+163.1% | $82,719+62.9% | $66,914+101.3% |
| Participation rate | 98.5% | 67.8%+30.7pp | 72.6%+26.0pp | 69.8%+28.7pp |
| Annual return | -12.74% | -9.64%-3.1pp | 701.18%-713.9pp | 1.58%-14.3pp |
| Employer contribution / active EE | $2,137 | $2,611-18.1% | $3,009-29.0% | $2,544-16.0% |
| Participant deferral / active EE | $9,527 | $3,458+175.5% | $4,395+116.8% | $4,237+124.9% |
| Admin fee / account holder | $4 | $416-99.0% | $5,329-99.9% | $593-99.3% |