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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,232 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,163 | $54,573-22.7% | $90,951-53.6% | $73,488-42.6% |
| Participation rate | 86.4% | 61.2%+25.2pp | 69.0%+17.4pp | 70.7%+15.7pp |
| Annual return | 16.67% | 16.69%0pp | 134.60%-117.9pp | 28.51%-11.8pp |
| Employer contribution / active EE | $1,312 | $991+32.4% | $2,122-38.2% | $2,270-42.2% |
| Participant deferral / active EE | $2,742 | $2,517+9.0% | $3,373-18.7% | $3,740-26.7% |
| Admin fee / account holder | $96 | $521-81.6% | $5,959-98.4% | $513-81.3% |