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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $45,257 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,395 | $86,655+70.1% | $119,609+23.2% | $66,914+120.3% |
| Participation rate | 97.4% | 75.6%+21.9pp | 79.3%+18.2pp | 69.8%+27.6pp |
| Annual return | -16.56% | -8.00%-8.6pp | -14.97%-1.6pp | 1.58%-18.1pp |
| Employer contribution / active EE | $7,458 | $2,536+194.1% | $4,232+76.2% | $2,544+193.1% |
| Participant deferral / active EE | $3,908 | $4,358-10.3% | $5,602-30.2% | $4,237-7.8% |
| Admin fee / account holder | $159 | $755-78.9% | $10,323-98.5% | $593-73.2% |