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 | $7,779 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,153 | $101,499-25.0% | $147,005-48.2% | $74,546+2.2% |
| Participation rate | 88.8% | 75.5%+13.3pp | 82.2%+6.7pp | 67.2%+21.6pp |
| Annual return | 19.01% | 8732.34%-8713.3pp | 418.76%-399.8pp | 1366.03%-1347.0pp |
| Employer contribution / active EE | $5,675 | $3,811+48.9% | $4,934+15.0% | $2,624+116.3% |
| Participant deferral / active EE | $12,813 | $7,304+75.4% | $8,070+58.8% | $4,347+194.7% |
| Admin fee / account holder | $33 | $1,748-98.1% | $13,006-99.7% | $1,944-98.3% |