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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $8,583 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,864 | $78,422+70.7% | $95,952+39.5% | $79,858+67.6% |
| Participation rate | 96.6% | 73.5%+23.1pp | 77.1%+19.5pp | 69.6%+26.9pp |
| Annual return | 13.26% | 19.37%-6.1pp | 91.61%-78.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $2,701 | $1,945+38.9% | $2,541+6.3% | $2,471+9.3% |
| Participant deferral / active EE | $5,938 | $3,440+72.6% | $4,167+42.5% | $3,740+58.8% |
| Admin fee / account holder | $51 | $5,622-99.1% | $6,795-99.3% | $5,306-99.0% |