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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $121,735 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,680 | $122,693+44.8% | $184,203-3.5% | $199,593-11.0% |
| Participation rate | 98.3% | 86.8%+11.5pp | 86.8%+11.5pp | 72.0%+26.3pp |
| Annual return | 14.93% | 143.91%-129.0pp | 28.81%-13.9pp | 34.25%-19.3pp |
| Employer contribution / active EE | $4,030 | $4,584-12.1% | $6,427-37.3% | $3,034+32.8% |
| Participant deferral / active EE | $9,219 | $7,990+15.4% | $9,131+1.0% | $5,087+81.2% |
| Admin fee / account holder | $42 | $121-65.6% | $13,901-99.7% | $269-84.6% |