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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,330 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,819 | $109,881-11.9% | $150,045-35.5% | $84,808+14.2% |
| Participation rate | 91.9% | 76.1%+15.8pp | 82.3%+9.6pp | 68.3%+23.6pp |
| Annual return | 18.39% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,926 | $3,561-45.9% | $4,693-59.0% | $2,631-26.8% |
| Participant deferral / active EE | $16,483 | $6,636+148.4% | $7,997+106.1% | $4,212+291.4% |
| Admin fee / account holder | $36 | $8,568-99.6% | $13,435-99.7% | $7,344-99.5% |