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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,871 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,121 | $59,417-14.0% | $93,606-45.4% | $74,495-31.4% |
| Participation rate | 84.7% | 59.7%+25.1pp | 68.7%+16.0pp | 67.2%+17.5pp |
| Annual return | 14.82% | 81.83%-67.0pp | 133.20%-118.4pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $1,351 | $1,264+6.9% | $2,420-44.2% | $2,623-48.5% |
| Participant deferral / active EE | $3,019 | $3,050-1.0% | $4,411-31.6% | $4,346-30.5% |
| Admin fee / account holder | $105 | $3,021-96.5% | $8,285-98.7% | $1,942-94.6% |