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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $38,094 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,844 | $59,097+202.6% | $82,389+117.1% | $74,304+140.7% |
| Participation rate | 98.0% | 52.8%+45.2pp | 69.5%+28.4pp | 60.3%+37.6pp |
| Annual return | 16.63% | 22.85%-6.2pp | 28.67%-12.0pp | 29.43%-12.8pp |
| Employer contribution / active EE | $12,950 | $1,601+709.0% | $2,517+414.5% | $2,241+477.8% |
| Participant deferral / active EE | $0 | $2,775-100.0% | $4,155-100.0% | $3,767-100.0% |
| Admin fee / account holder | $132 | $4,489-97.0% | $7,231-98.2% | $2,969-95.5% |