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 | $27,587 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,461 | $66,457+6.0% | $81,382-13.4% | $77,643-9.2% |
| Participation rate | 97.1% | 68.7%+28.3pp | 69.5%+27.6pp | 70.6%+26.5pp |
| Annual return | 14.15% | 15.93%-1.8pp | 24.73%-10.6pp | 31.24%-17.1pp |
| Employer contribution / active EE | $4,799 | $2,159+122.2% | $2,463+94.9% | $2,726+76.0% |
| Participant deferral / active EE | $3,465 | $3,679-5.8% | $3,883-10.8% | $4,647-25.4% |
| Admin fee / account holder | $58 | $583-90.0% | $5,768-99.0% | $430-86.5% |