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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $791 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,185 | $60,776+158.6% | $85,682+83.5% | $79,386+98.0% |
| Participation rate | 96.1% | 62.1%+34.0pp | 69.9%+26.2pp | 70.7%+25.4pp |
| Annual return | 15.70% | 16.57%-0.9pp | 21.49%-5.8pp | 116.85%-101.1pp |
| Employer contribution / active EE | $4,042 | $1,663+143.0% | $2,618+54.4% | $2,427+66.5% |
| Participant deferral / active EE | $9,264 | $2,919+217.4% | $3,923+136.2% | $4,046+129.0% |
| Admin fee / account holder | $13 | $438-97.1% | $6,873-99.8% | $626-97.9% |