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 | $2,481 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,314 | $84,487+8.1% | $125,339-27.1% | $66,914+36.5% |
| Participation rate | 92.3% | 76.4%+15.9pp | 82.4%+9.9pp | 69.8%+22.5pp |
| Annual return | -13.92% | -8.39%-5.5pp | 572.05%-586.0pp | 1.58%-15.5pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $8,737 | $6,781+28.8% | $7,446+17.3% | $4,237+106.2% |
| Admin fee / account holder | $29 | $685-95.8% | $10,010-99.7% | $593-95.1% |