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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $142,247 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,711 | $176,491-73.5% | $95,952-51.3% | $90,288-48.3% |
| Participation rate | 96.9% | 86.6%+10.4pp | 77.1%+19.9pp | 73.4%+23.6pp |
| Annual return | 19.03% | 20.14%-1.1pp | 91.61%-72.6pp | 53.97%-34.9pp |
| Employer contribution / active EE | $1,871 | $2,789-32.9% | $2,541-26.4% | $2,524-25.9% |
| Participant deferral / active EE | $4,955 | $5,340-7.2% | $4,167+18.9% | $4,232+17.1% |
| Admin fee / account holder | $106 | $154-31.2% | $6,795-98.4% | $114-7.1% |