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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,112 | $91,407+39.1% | $135,903-6.5% | $71,457+77.9% |
| Participation rate | 80.5% | 75.7%+4.8pp | 81.9%-1.4pp | 67.9%+12.6pp |
| Annual return | 18.97% | 29.90%-10.9pp | 68.23%-49.3pp | 28.85%-9.9pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $16,248 | $7,092+129.1% | $7,758+109.4% | $4,289+278.8% |
| Admin fee / account holder | $48 | $1,266-96.2% | $10,762-99.6% | $1,587-97.0% |