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 | $4,742 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,213 | $58,264+73.7% | $86,612+16.9% | $71,457+41.6% |
| Participation rate | 87.4% | 65.0%+22.4pp | 71.7%+15.7pp | 67.9%+19.5pp |
| Annual return | 15.86% | 21.63%-5.8pp | 591.07%-575.2pp | 28.85%-13.0pp |
| Employer contribution / active EE | $2,167 | $2,574-15.8% | $3,022-28.3% | $2,588-16.3% |
| Participant deferral / active EE | $5,914 | $3,436+72.1% | $4,438+33.3% | $4,289+37.9% |
| Admin fee / account holder | $55 | $1,057-94.8% | $5,614-99.0% | $1,587-96.5% |