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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $6,746 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,330 | $76,050+39.8% | $96,544+10.1% | $71,457+48.8% |
| Participation rate | 99.0% | 74.4%+24.6pp | 76.0%+23.1pp | 67.9%+31.1pp |
| Annual return | 23.42% | 22.81%+0.6pp | 25.84%-2.4pp | 28.85%-5.4pp |
| Employer contribution / active EE | $3,922 | $2,244+74.7% | $2,965+32.3% | $2,588+51.6% |
| Participant deferral / active EE | $2,648 | $4,215-37.2% | $4,851-45.4% | $4,289-38.2% |
| Admin fee / account holder | $57 | $2,707-97.9% | $8,252-99.3% | $1,587-96.4% |