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 | $42,028 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,618 | $93,182+97.1% | $146,665+25.2% | $79,386+131.3% |
| Participation rate | 97.1% | 76.4%+20.6pp | 80.1%+17.0pp | 70.7%+26.4pp |
| Annual return | 14.67% | 21.61%-6.9pp | 22.74%-8.1pp | 116.85%-102.2pp |
| Employer contribution / active EE | $6,998 | $2,420+189.2% | $4,136+69.2% | $2,427+188.3% |
| Participant deferral / active EE | $3,531 | $4,169-15.3% | $5,506-35.9% | $4,046-12.7% |
| Admin fee / account holder | $157 | $585-73.2% | $10,280-98.5% | $626-75.0% |