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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $229,192 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,296 | $95,776+50.7% | $162,163-11.0% | $77,787+85.5% |
| Participation rate | 98.6% | 88.6%+9.9pp | 87.6%+11.0pp | 73.2%+25.4pp |
| Annual return | 21.45% | 37.03%-15.6pp | 115.59%-94.1pp | 32.57%-11.1pp |
| Employer contribution / active EE | $3,933 | $3,874+1.5% | $5,614-29.9% | $2,504+57.0% |
| Participant deferral / active EE | $6,286 | $6,125+2.6% | $7,298-13.9% | $3,967+58.4% |
| Admin fee / account holder | $124 | $88+40.9% | $10,843-98.9% | $100+23.4% |