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.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $45,916 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,638 | $106,028+0.6% | $146,958-27.4% | $77,643+37.3% |
| Participation rate | 98.1% | 78.4%+19.7pp | 82.2%+15.9pp | 70.6%+27.5pp |
| Annual return | 17.50% | 56.73%-39.2pp | 418.34%-400.8pp | 31.24%-13.7pp |
| Employer contribution / active EE | $2,007 | $4,063-50.6% | $4,933-59.3% | $2,726-26.4% |
| Participant deferral / active EE | $10,261 | $7,990+28.4% | $8,070+27.2% | $4,647+120.8% |
| Admin fee / account holder | $63 | $337-81.2% | $12,998-99.5% | $430-85.3% |