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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,855 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,581 | $69,823-11.8% | $77,163-20.2% | $74,419-17.3% |
| Participation rate | 98.1% | 70.0%+28.1pp | 69.6%+28.6pp | 70.7%+27.4pp |
| Annual return | 17.83% | 19.98%-2.1pp | 37.87%-20.0pp | 34.38%-16.5pp |
| Employer contribution / active EE | $4,614 | $2,150+114.6% | $2,535+82.0% | $2,637+74.9% |
| Participant deferral / active EE | $3,138 | $3,558-11.8% | $3,833-18.1% | $4,528-30.7% |
| Admin fee / account holder | $52 | $398-86.9% | $5,472-99.1% | $348-85.1% |