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 | $3,705 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,894 | $73,638+16.6% | $95,952-10.5% | $73,488+16.9% |
| Participation rate | 95.8% | 76.2%+19.7pp | 77.1%+18.8pp | 70.7%+25.2pp |
| Annual return | 27.12% | 16.78%+10.3pp | 91.61%-64.5pp | 28.51%-1.4pp |
| Employer contribution / active EE | $5,364 | $1,863+187.9% | $2,541+111.1% | $2,270+136.3% |
| Participant deferral / active EE | $6,609 | $3,617+82.7% | $4,167+58.6% | $3,740+76.7% |
| Admin fee / account holder | $22 | $482-95.5% | $6,795-99.7% | $513-95.8% |