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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,309 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,097 | $91,538+48.7% | $129,995+4.7% | $75,163+81.1% |
| Participation rate | 73.8% | 71.4%+2.4pp | 78.5%-4.7pp | 67.2%+6.6pp |
| Annual return | 15.61% | -631.11%+646.7pp | -137.18%+152.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,298 | $2,845-54.4% | $4,320-70.0% | $2,670-51.4% |
| Participant deferral / active EE | $4,288 | $4,341-1.2% | $5,820-26.3% | $4,125+4.0% |
| Admin fee / account holder | $135 | $6,790-98.0% | $10,614-98.7% | $5,651-97.6% |