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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,007 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,513 | $69,477-20.1% | $94,646-41.3% | $71,457-22.3% |
| Participation rate | 80.6% | 78.4%+2.1pp | 80.8%-0.3pp | 67.9%+12.7pp |
| Annual return | 24.53% | 29.66%-5.1pp | 156.71%-132.2pp | 28.85%-4.3pp |
| Employer contribution / active EE | $3,441 | $2,853+20.6% | $3,672-6.3% | $2,588+33.0% |
| Participant deferral / active EE | $7,002 | $7,345-4.7% | $7,418-5.6% | $4,289+63.3% |
| Admin fee / account holder | $41 | $1,210-96.6% | $7,231-99.4% | $1,587-97.4% |