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 | $2,406 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,517 | $73,638-35.5% | $108,410-56.2% | $79,386-40.1% |
| Participation rate | 73.2% | 77.4%-4.2pp | 80.1%-6.9pp | 70.7%+2.5pp |
| Annual return | 36.71% | 33.27%+3.4pp | 905.27%-868.6pp | 116.85%-80.1pp |
| Employer contribution / active EE | $2,428 | $2,397+1.3% | $3,558-31.8% | $2,4270% |
| Participant deferral / active EE | $5,438 | $6,218-12.6% | $6,563-17.1% | $4,046+34.4% |
| Admin fee / account holder | $16 | $638-97.5% | $7,295-99.8% | $626-97.5% |