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 | $39,547 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,010 | $100,801-3.8% | $149,696-35.2% | $73,409+32.1% |
| Participation rate | 97.5% | 77.7%+19.8pp | 82.5%+15.0pp | 72.2%+25.3pp |
| Annual return | 22.27% | 265.34%-243.1pp | 276.60%-254.3pp | 59.29%-37.0pp |
| Employer contribution / active EE | $708 | $3,312-78.6% | $4,644-84.8% | $2,234-68.3% |
| Participant deferral / active EE | $9,020 | $6,404+40.8% | $6,842+31.8% | $3,805+137.0% |
| Admin fee / account holder | $62 | $181-65.9% | $9,309-99.3% | $158-60.9% |