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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,480 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,592 | $80,968+9.4% | $96,544-8.2% | $75,163+17.9% |
| Participation rate | 98.6% | 71.8%+26.8pp | 76.0%+22.6pp | 67.2%+31.4pp |
| Annual return | 13.42% | 27.06%-13.6pp | 25.84%-12.4pp | 160.62%-147.2pp |
| Employer contribution / active EE | $2,982 | $2,282+30.7% | $2,965+0.6% | $2,670+11.7% |
| Participant deferral / active EE | $7,296 | $3,928+85.7% | $4,851+50.4% | $4,125+76.9% |
| Admin fee / account holder | $8 | $6,724-99.9% | $8,252-99.9% | $5,651-99.9% |