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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,534 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,514 | $79,013-18.3% | $100,391-35.7% | $74,495-13.4% |
| Participation rate | 78.2% | 79.5%-1.3pp | 81.5%-3.3pp | 67.2%+11.0pp |
| Annual return | 31.66% | 20.41%+11.3pp | 49.20%-17.5pp | 1364.94%-1333.3pp |
| Employer contribution / active EE | $3,410 | $3,021+12.9% | $3,942-13.5% | $2,623+30.0% |
| Participant deferral / active EE | $7,173 | $7,760-7.6% | $8,082-11.2% | $4,346+65.1% |
| Admin fee / account holder | $33 | $1,320-97.5% | $7,899-99.6% | $1,942-98.3% |