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 9-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 | $1,140 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,817 | $63,745-34.4% | $98,442-57.5% | $79,386-47.3% |
| Participation rate | 90.7% | 69.9%+20.8pp | 73.3%+17.4pp | 70.7%+20.0pp |
| Annual return | 23.49% | 625.80%-602.3pp | 1492.73%-1469.2pp | 116.85%-93.4pp |
| Employer contribution / active EE | $1,913 | $2,557-25.2% | $2,960-35.4% | $2,427-21.2% |
| Participant deferral / active EE | $2,697 | $3,303-18.3% | $4,276-36.9% | $4,046-33.3% |
| Admin fee / account holder | $7 | $516-98.7% | $5,949-99.9% | $626-98.9% |