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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,687 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,724 | $63,442+88.7% | $68,791+74.0% | $66,914+78.9% |
| Participation rate | 97.8% | 60.0%+37.8pp | 69.0%+28.8pp | 69.8%+28.0pp |
| Annual return | -15.50% | -8.29%-7.2pp | -6.38%-9.1pp | 1.58%-17.1pp |
| Employer contribution / active EE | $13,721 | $1,775+673.1% | $2,655+416.8% | $2,544+439.3% |
| Participant deferral / active EE | $0 | $2,945-100.0% | $3,941-100.0% | $4,237-100.0% |
| Admin fee / account holder | $104 | $577-82.0% | $4,932-97.9% | $593-82.5% |