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 | $43,283 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,913 | $95,274+9.1% | $135,903-23.5% | $74,419+39.6% |
| Participation rate | 99.7% | 78.2%+21.5pp | 81.9%+17.8pp | 70.7%+29.0pp |
| Annual return | 18.21% | 32.77%-14.6pp | 68.23%-50.0pp | 34.38%-16.2pp |
| Employer contribution / active EE | $1,862 | $3,874-51.9% | $4,856-61.7% | $2,637-29.4% |
| Participant deferral / active EE | $10,487 | $7,782+34.8% | $7,758+35.2% | $4,528+131.6% |
| Admin fee / account holder | $66 | $266-75.3% | $10,762-99.4% | $348-81.1% |