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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,842 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,660 | $101,317-24.3% | $146,958-47.8% | $74,495+2.9% |
| Participation rate | 98.7% | 75.5%+23.2pp | 82.2%+16.6pp | 67.2%+31.5pp |
| Annual return | 23.04% | 8730.91%-8707.9pp | 418.34%-395.3pp | 1364.94%-1341.9pp |
| Employer contribution / active EE | $6,255 | $3,810+64.2% | $4,933+26.8% | $2,623+138.5% |
| Participant deferral / active EE | $13,335 | $7,303+82.6% | $8,070+65.2% | $4,346+206.9% |
| Admin fee / account holder | $69 | $1,739-96.0% | $12,998-99.5% | $1,942-96.4% |