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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,568 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,895 | $48,335+54.9% | $121,098-38.2% | $71,457+4.8% |
| Participation rate | 94.9% | 54.3%+40.7pp | 69.5%+25.4pp | 67.9%+27.0pp |
| Annual return | 17.98% | 23.32%-5.3pp | 985.75%-967.8pp | 28.85%-10.9pp |
| Employer contribution / active EE | $3,779 | $1,489+153.8% | $4,164-9.3% | $2,588+46.0% |
| Participant deferral / active EE | $4,262 | $2,754+54.8% | $4,080+4.5% | $4,289-0.6% |
| Admin fee / account holder | $82 | $1,841-95.6% | $5,644-98.6% | $1,587-94.9% |