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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,069 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,652 | $130,194+18.0% | $169,993-9.6% | $71,457+115.0% |
| Participation rate | 92.6% | 86.1%+6.5pp | 87.0%+5.6pp | 67.9%+24.7pp |
| Annual return | 19.75% | 20.37%-0.6pp | 53.37%-33.6pp | 28.85%-9.1pp |
| Employer contribution / active EE | $12,304 | $4,381+180.8% | $6,785+81.3% | $2,588+375.5% |
| Participant deferral / active EE | $6,716 | $6,923-3.0% | $10,408-35.5% | $4,289+56.6% |
| Admin fee / account holder | $77 | $966-92.0% | $12,815-99.4% | $1,587-95.2% |