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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,265 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,568 | $101,317-29.4% | $146,958-51.3% | $74,495-3.9% |
| Participation rate | 80.3% | 75.5%+4.8pp | 82.2%-1.8pp | 67.2%+13.1pp |
| Annual return | 16.18% | 8730.91%-8714.7pp | 418.34%-402.2pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $4,376 | $3,810+14.9% | $4,933-11.3% | $2,623+66.8% |
| Participant deferral / active EE | $9,647 | $7,303+32.1% | $8,070+19.5% | $4,346+122.0% |
| Admin fee / account holder | $10 | $1,739-99.4% | $12,998-99.9% | $1,942-99.5% |