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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,502 | $91,407+95.3% | $135,903+31.3% | $71,457+149.8% |
| Participation rate | 97.0% | 75.7%+21.4pp | 81.9%+15.1pp | 67.9%+29.1pp |
| Annual return | 28.12% | 29.90%-1.8pp | 68.23%-40.1pp | 28.85%-0.7pp |
| Employer contribution / active EE | $8,799 | $3,703+137.6% | $4,856+81.2% | $2,588+240.1% |
| Participant deferral / active EE | $13,738 | $7,092+93.7% | $7,758+77.1% | $4,289+220.3% |
| Admin fee / account holder | $7 | $1,266-99.5% | $10,762-99.9% | $1,587-99.6% |