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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,482 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,327 | $108,549+33.9% | $156,263-7.0% | $85,563+69.8% |
| Participation rate | 97.9% | 77.1%+20.8pp | 78.9%+18.9pp | 66.0%+31.9pp |
| Annual return | 17.73% | 21.79%-4.1pp | 59.47%-41.7pp | 31.51%-13.8pp |
| Employer contribution / active EE | $8,695 | $2,690+223.3% | $4,333+100.7% | $2,654+227.7% |
| Participant deferral / active EE | $4,802 | $4,8000% | $6,158-22.0% | $4,375+9.7% |
| Admin fee / account holder | $69 | $650-89.3% | $14,255-99.5% | $834-91.7% |