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 | $9,555 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,873 | $84,936-23.6% | $111,297-41.7% | $79,386-18.3% |
| Participation rate | 97.0% | 75.9%+21.1pp | 77.3%+19.7pp | 70.7%+26.3pp |
| Annual return | 13.41% | 17.45%-4.0pp | 54.65%-41.2pp | 116.85%-103.4pp |
| Employer contribution / active EE | $2,547 | $1,979+28.7% | $2,731-6.7% | $2,427+4.9% |
| Participant deferral / active EE | $2,412 | $3,888-38.0% | $4,487-46.3% | $4,046-40.4% |
| Admin fee / account holder | $35 | $537-93.5% | $7,964-99.6% | $626-94.4% |