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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $53,549 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,308 | $71,142+22.7% | $119,609-27.0% | $64,808+34.7% |
| Participation rate | 98.4% | 78.6%+19.8pp | 79.3%+19.2pp | 71.5%+27.0pp |
| Annual return | -16.35% | -10.01%-6.3pp | -14.97%-1.4pp | 32.82%-49.2pp |
| Employer contribution / active EE | $8,504 | $2,497+240.5% | $4,232+101.0% | $2,506+239.4% |
| Participant deferral / active EE | $3,965 | $4,490-11.7% | $5,602-29.2% | $4,310-8.0% |
| Admin fee / account holder | $169 | $162+4.3% | $10,323-98.4% | $188-10.0% |