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 | $4,350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,267 | $99,985+29.3% | $146,665-11.9% | $85,850+50.6% |
| Participation rate | 88.6% | 73.1%+15.6pp | 80.1%+8.5pp | 69.3%+19.3pp |
| Annual return | 11.77% | 18.93%-7.2pp | 22.74%-11.0pp | 318.53%-306.8pp |
| Employer contribution / active EE | $1,503 | $2,559-41.3% | $4,136-63.7% | $2,565-41.4% |
| Participant deferral / active EE | $4,844 | $4,006+20.9% | $5,506-12.0% | $3,952+22.6% |
| Admin fee / account holder | $39 | $7,702-99.5% | $10,280-99.6% | $6,260-99.4% |