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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,829 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,768 | $77,503+53.2% | $100,391+18.3% | $80,856+46.9% |
| Participation rate | 95.1% | 76.9%+18.1pp | 81.5%+13.6pp | 67.6%+27.4pp |
| Annual return | 18.32% | 37.20%-18.9pp | 49.20%-30.9pp | 35.59%-17.3pp |
| Employer contribution / active EE | $6,329 | $2,801+126.0% | $3,942+60.6% | $2,755+129.7% |
| Participant deferral / active EE | $17,717 | $6,820+159.8% | $8,082+119.2% | $4,296+312.4% |
| Admin fee / account holder | $90 | $5,897-98.5% | $7,899-98.9% | $6,918-98.7% |