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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,932 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,325 | $102,553+20.3% | $151,611-18.7% | $66,914+84.3% |
| Participation rate | 88.9% | 85.5%+3.4pp | 87.5%+1.4pp | 69.8%+19.1pp |
| Annual return | -17.18% | -10.82%-6.4pp | 3.33%-20.5pp | 1.58%-18.8pp |
| Employer contribution / active EE | $8,259 | $4,180+97.6% | $6,166+34.0% | $2,544+224.6% |
| Participant deferral / active EE | $5,975 | $6,641-10.0% | $8,363-28.6% | $4,237+41.0% |
| Admin fee / account holder | $58 | $630-90.8% | $11,616-99.5% | $593-90.2% |