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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,020 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,372 | $74,024+111.2% | $77,999+100.5% | $57,658+171.2% |
| Participation rate | 97.0% | 79.7%+17.2pp | 75.5%+21.5pp | 70.2%+26.8pp |
| Annual return | 21.27% | 12.14%+9.1pp | 425.96%-404.7pp | 5.13%+16.1pp |
| Employer contribution / active EE | $4,869 | $2,365+105.9% | $2,470+97.1% | $1,974+146.7% |
| Participant deferral / active EE | $7,226 | $3,533+104.5% | $3,497+106.6% | $3,061+136.1% |
| Admin fee / account holder | $6 | $93-93.5% | $5,480-99.9% | $95-93.6% |