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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $41,779 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,602 | $82,202+7.8% | $125,339-29.3% | $64,808+36.7% |
| Participation rate | 96.7% | 77.9%+18.8pp | 82.4%+14.3pp | 71.5%+25.2pp |
| Annual return | -15.94% | 3.48%-19.4pp | 572.05%-588.0pp | 32.82%-48.8pp |
| Employer contribution / active EE | $1,706 | $3,615-52.8% | $4,814-64.6% | $2,506-31.9% |
| Participant deferral / active EE | $9,382 | $7,175+30.8% | $7,446+26.0% | $4,310+117.7% |
| Admin fee / account holder | $63 | $163-61.3% | $10,010-99.4% | $188-66.4% |