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 8-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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $67,382 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,785 | $50,815-49.3% | $155,509-83.4% | $77,643-66.8% |
| Participation rate | 91.4% | 63.1%+28.3pp | 78.2%+13.2pp | 70.6%+20.8pp |
| Annual return | 15.09% | 34.80%-19.7pp | 64.67%-49.6pp | 31.24%-16.1pp |
| Employer contribution / active EE | $1,736 | $1,993-12.9% | $4,672-62.9% | $2,726-36.3% |
| Participant deferral / active EE | $4,807 | $2,822+70.3% | $5,626-14.6% | $4,647+3.4% |
| Admin fee / account holder | $124 | $437-71.5% | $15,912-99.2% | $430-71.1% |