Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,140 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,726 | $101,499+26.8% | $147,005-12.4% | $74,546+72.7% |
| Participation rate | 99.3% | 75.5%+23.7pp | 82.2%+17.1pp | 67.2%+32.1pp |
| Annual return | 20.12% | 8732.34%-8712.2pp | 418.76%-398.6pp | 1366.03%-1345.9pp |
| Employer contribution / active EE | $5,512 | $3,811+44.6% | $4,934+11.7% | $2,624+110.0% |
| Participant deferral / active EE | $11,077 | $7,304+51.6% | $8,070+37.3% | $4,347+154.8% |
| Admin fee / account holder | $13 | $1,748-99.3% | $13,006-99.9% | $1,944-99.4% |