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.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,730 | $48,795+92.1% | $65,493+43.1% | $84,808+10.5% |
| Participation rate | 93.2% | 67.0%+26.2pp | 73.1%+20.1pp | 68.3%+24.9pp |
| Annual return | 16.99% | 20.20%-3.2pp | 982.45%-965.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $4,681 | $1,930+142.6% | $2,574+81.8% | $2,631+77.9% |
| Participant deferral / active EE | $12,767 | $2,928+336.0% | $3,961+222.3% | $4,212+203.1% |
| Admin fee / account holder | $0 | $3,877-100.0% | $5,028-100.0% | $7,344-100.0% |