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 8-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 | $13,603 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,365 | $69,763+13.8% | $67,502+17.6% | $74,495+6.5% |
| Participation rate | 96.3% | 71.4%+24.9pp | 72.9%+23.4pp | 67.2%+29.1pp |
| Annual return | 16.10% | -40.34%+56.4pp | 3512.12%-3496.0pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $3,403 | $2,704+25.9% | $2,731+24.6% | $2,623+29.7% |
| Participant deferral / active EE | $11,037 | $3,636+203.6% | $4,000+175.9% | $4,346+154.0% |
| Admin fee / account holder | $42 | $896-95.3% | $3,998-98.9% | $1,942-97.8% |