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 6-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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,920 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,179 | $89,808-31.9% | $100,391-39.1% | $77,643-21.2% |
| Participation rate | 86.8% | 81.2%+5.6pp | 81.5%+5.3pp | 70.6%+16.3pp |
| Annual return | 21.71% | 20.62%+1.1pp | 49.20%-27.5pp | 31.24%-9.5pp |
| Employer contribution / active EE | $4,711 | $3,039+55.0% | $3,942+19.5% | $2,726+72.8% |
| Participant deferral / active EE | $9,979 | $8,284+20.5% | $8,082+23.5% | $4,647+114.7% |
| Admin fee / account holder | $11 | $174-93.8% | $7,899-99.9% | $430-97.5% |