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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,213 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,634 | $66,124+44.6% | $90,404+5.8% | $73,488+30.1% |
| Participation rate | 88.2% | 69.7%+18.6pp | 72.7%+15.6pp | 70.7%+17.6pp |
| Annual return | 13.90% | 17.65%-3.8pp | 1293.02%-1279.1pp | 28.51%-14.6pp |
| Employer contribution / active EE | $1,774 | $2,346-24.4% | $3,262-45.6% | $2,270-21.8% |
| Participant deferral / active EE | $4,615 | $3,039+51.9% | $3,963+16.4% | $3,740+23.4% |
| Admin fee / account holder | $51 | $396-87.0% | $5,611-99.1% | $513-90.0% |