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 | $85,515+73.1% | $112,040+32.1% | $67,986+117.8% |
| Participation rate | 83.1% | 68.2%+14.8pp | 76.5%+6.6pp | 57.2%+25.9pp |
| Annual return | 19.09% | 29.68%-10.6pp | 24.52%-5.4pp | 31.67%-12.6pp |
| Employer contribution / active EE | $2,876 | $2,191+31.3% | $2,954-2.6% | $2,019+42.5% |
| Participant deferral / active EE | $6,336 | $4,014+57.9% | $5,098+24.3% | $3,358+88.7% |
| Admin fee / account holder | $25 | $3,774-99.3% | $12,098-99.8% | $3,203-99.2% |