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 | $4,007 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,787 | $93,571-21.1% | $135,903-45.7% | $75,163-1.8% |
| Participation rate | 80.5% | 75.2%+5.3pp | 81.9%-1.4pp | 67.2%+13.3pp |
| Annual return | 21.67% | 30.90%-9.2pp | 68.23%-46.6pp | 160.62%-138.9pp |
| Employer contribution / active EE | $3,965 | $3,537+12.1% | $4,856-18.3% | $2,670+48.5% |
| Participant deferral / active EE | $9,688 | $6,404+51.3% | $7,758+24.9% | $4,125+134.9% |
| Admin fee / account holder | $37 | $6,975-99.5% | $10,762-99.7% | $5,651-99.3% |