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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $6,138 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,312 | $101,317-50.3% | $146,958-65.8% | $74,495-32.5% |
| Participation rate | 99.1% | 75.5%+23.6pp | 82.2%+17.0pp | 67.2%+31.9pp |
| Annual return | 21.21% | 8730.91%-8709.7pp | 418.34%-397.1pp | 1364.94%-1343.7pp |
| Employer contribution / active EE | $3,427 | $3,810-10.1% | $4,933-30.5% | $2,623+30.6% |
| Participant deferral / active EE | $7,796 | $7,303+6.7% | $8,070-3.4% | $4,346+79.4% |
| Admin fee / account holder | $45 | $1,739-97.4% | $12,998-99.7% | $1,942-97.7% |