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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,665 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,793 | $91,407+131.7% | $135,903+55.8% | $71,457+196.4% |
| Participation rate | 97.1% | 75.7%+21.4pp | 81.9%+15.2pp | 67.9%+29.2pp |
| Annual return | 16.89% | 29.90%-13.0pp | 68.23%-51.3pp | 28.85%-12.0pp |
| Employer contribution / active EE | $4,981 | $3,703+34.5% | $4,856+2.6% | $2,588+92.5% |
| Participant deferral / active EE | $10,157 | $7,092+43.2% | $7,758+30.9% | $4,289+136.8% |
| Admin fee / account holder | $17 | $1,266-98.6% | $10,762-99.8% | $1,587-98.9% |