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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $156,193 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,417 | $67,512-34.2% | $185,823-76.1% | $93,030-52.3% |
| Participation rate | 96.4% | 67.1%+29.2pp | 81.7%+14.7pp | 73.9%+22.5pp |
| Annual return | 13.17% | 21.04%-7.9pp | 122.05%-108.9pp | 158.70%-145.5pp |
| Employer contribution / active EE | $855 | $1,783-52.1% | $5,167-83.5% | $2,706-68.4% |
| Participant deferral / active EE | $4,731 | $3,035+55.8% | $5,568-15.0% | $4,562+3.7% |
| Admin fee / account holder | $71 | $318-77.8% | $16,237-99.6% | $152-53.5% |