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 | $24,888 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,327 | $88,982+100.4% | $102,438+74.1% | $77,671+129.6% |
| Participation rate | 96.7% | 80.9%+15.8pp | 76.5%+20.2pp | 70.6%+26.1pp |
| Annual return | 13.69% | 25.01%-11.3pp | 29.37%-15.7pp | 31.21%-17.5pp |
| Employer contribution / active EE | $2,878 | $2,698+6.7% | $3,024-4.8% | $2,726+5.6% |
| Participant deferral / active EE | $7,902 | $5,144+53.6% | $5,054+56.4% | $4,648+70.0% |
| Admin fee / account holder | $53 | $236-77.6% | $9,448-99.4% | $430-87.7% |