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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,295 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,621 | $96,484-10.2% | $156,263-44.6% | $74,304+16.6% |
| Participation rate | 100.0% | 67.7%+32.3pp | 78.9%+21.1pp | 60.3%+39.7pp |
| Annual return | 20.66% | 17.73%+2.9pp | 59.47%-38.8pp | 29.43%-8.8pp |
| Employer contribution / active EE | $6,152 | $2,528+143.3% | $4,333+42.0% | $2,241+174.5% |
| Participant deferral / active EE | $14,184 | $4,286+230.9% | $6,158+130.3% | $3,767+276.5% |
| Admin fee / account holder | $20 | $3,728-99.5% | $14,255-99.9% | $2,969-99.3% |