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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,070 | $93,131+129.9% | $106,548+100.9% | $86,799+146.6% |
| Participation rate | 90.9% | 81.4%+9.4pp | 76.1%+14.7pp | 72.3%+18.6pp |
| Annual return | 14.76% | 19.45%-4.7pp | 26.80%-12.0pp | 97.91%-83.1pp |
| Employer contribution / active EE | $1,466 | $2,895-49.4% | $2,819-48.0% | $2,405-39.1% |
| Participant deferral / active EE | $6,442 | $4,708+36.8% | $4,398+46.5% | $4,131+55.9% |
| Admin fee / account holder | $23 | $145-83.9% | $7,407-99.7% | $170-86.2% |