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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,839 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,032 | $51,045+137.1% | $70,515+71.6% | $71,457+69.4% |
| Participation rate | 98.0% | 59.4%+38.5pp | 68.3%+29.6pp | 67.9%+30.0pp |
| Annual return | 18.96% | 42.63%-23.7pp | 32.77%-13.8pp | 28.85%-9.9pp |
| Employer contribution / active EE | $4,074 | $1,790+127.6% | $2,973+37.0% | $2,588+57.4% |
| Participant deferral / active EE | $9,770 | $3,026+222.8% | $4,567+113.9% | $4,289+127.8% |
| Admin fee / account holder | $20 | $1,994-99.0% | $6,412-99.7% | $1,587-98.7% |