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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,755 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,696 | $63,442-72.1% | $68,791-74.3% | $66,914-73.6% |
| Participation rate | 94.1% | 60.0%+34.1pp | 69.0%+25.1pp | 69.8%+24.3pp |
| Annual return | -17.25% | -8.29%-9.0pp | -6.38%-10.9pp | 1.58%-18.8pp |
| Employer contribution / active EE | $1,308 | $1,775-26.3% | $2,655-50.7% | $2,544-48.6% |
| Participant deferral / active EE | $4,518 | $2,945+53.5% | $3,941+14.6% | $4,237+6.6% |
| Admin fee / account holder | $101 | $577-82.6% | $4,932-98.0% | $593-83.1% |