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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $33,708 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,921 | $54,517+175.0% | $75,972+97.3% | $74,495+101.3% |
| Participation rate | 97.3% | 60.3%+37.0pp | 69.1%+28.2pp | 67.2%+30.1pp |
| Annual return | 13.39% | 31.82%-18.4pp | 359.55%-346.2pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $11,064 | $1,777+522.6% | $2,685+312.1% | $2,623+321.8% |
| Participant deferral / active EE | $0 | $3,066-100.0% | $4,255-100.0% | $4,346-100.0% |
| Admin fee / account holder | $119 | $2,229-94.7% | $6,467-98.2% | $1,942-93.9% |