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 | $1,260 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,697 | $66,813+5.8% | $100,516-29.7% | $73,488-3.8% |
| Participation rate | 78.9% | 77.5%+1.4pp | 79.4%-0.5pp | 70.7%+8.2pp |
| Annual return | 29.83% | 25.70%+4.1pp | 30.89%-1.1pp | 28.51%+1.3pp |
| Employer contribution / active EE | $2,628 | $2,147+22.4% | $3,418-23.1% | $2,270+15.8% |
| Participant deferral / active EE | $8,070 | $5,883+37.2% | $6,270+28.7% | $3,740+115.8% |
| Admin fee / account holder | $7 | $512-98.6% | $8,081-99.9% | $513-98.6% |