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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,284 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,855 | $63,745+67.6% | $98,442+8.5% | $79,386+34.6% |
| Participation rate | 85.8% | 69.9%+16.0pp | 73.3%+12.5pp | 70.7%+15.1pp |
| Annual return | 13.48% | 625.80%-612.3pp | 1492.73%-1479.2pp | 116.85%-103.4pp |
| Employer contribution / active EE | $1,898 | $2,557-25.8% | $2,960-35.9% | $2,427-21.8% |
| Participant deferral / active EE | $4,808 | $3,303+45.6% | $4,276+12.4% | $4,046+18.9% |
| Admin fee / account holder | $46 | $516-91.0% | $5,949-99.2% | $626-92.6% |