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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,070 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,230 | $79,013-2.3% | $100,391-23.1% | $74,495+3.7% |
| Participation rate | 85.8% | 79.5%+6.3pp | 81.5%+4.3pp | 67.2%+18.6pp |
| Annual return | 20.27% | 20.41%-0.1pp | 49.20%-28.9pp | 1364.94%-1344.7pp |
| Employer contribution / active EE | $3,795 | $3,021+25.6% | $3,942-3.7% | $2,623+44.7% |
| Participant deferral / active EE | $7,860 | $7,760+1.3% | $8,082-2.7% | $4,346+80.9% |
| Admin fee / account holder | $45 | $1,320-96.6% | $7,899-99.4% | $1,942-97.7% |