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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $41,908 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,326 | $100,801+97.7% | $149,696+33.2% | $73,409+171.5% |
| Participation rate | 99.3% | 77.7%+21.6pp | 82.5%+16.8pp | 72.2%+27.1pp |
| Annual return | 18.05% | 265.34%-247.3pp | 276.60%-258.5pp | 59.29%-41.2pp |
| Employer contribution / active EE | $4,688 | $3,312+41.6% | $4,644+1.0% | $2,234+109.9% |
| Participant deferral / active EE | $8,237 | $6,404+28.6% | $6,842+20.4% | $3,805+116.4% |
| Admin fee / account holder | $128 | $181-29.4% | $9,309-98.6% | $158-19.2% |