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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,560 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,060 | $87,870+68.5% | $113,168+30.8% | $74,304+99.3% |
| Participation rate | 83.1% | 70.7%+12.3pp | 76.6%+6.5pp | 60.3%+22.7pp |
| Annual return | 19.09% | 26.44%-7.3pp | 24.27%-5.2pp | 29.43%-10.3pp |
| Employer contribution / active EE | $2,876 | $2,277+26.3% | $2,975-3.3% | $2,241+28.3% |
| Participant deferral / active EE | $6,336 | $4,241+49.4% | $5,107+24.1% | $3,767+68.2% |
| Admin fee / account holder | $25 | $3,368-99.3% | $12,068-99.8% | $2,969-99.2% |