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 | $19,757 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,004 | $61,058+24.5% | $71,209+6.7% | $85,563-11.2% |
| Participation rate | 88.1% | 58.6%+29.6pp | 73.8%+14.4pp | 66.0%+22.2pp |
| Annual return | 19.51% | 100.41%-80.9pp | 282.51%-263.0pp | 31.51%-12.0pp |
| Employer contribution / active EE | $3,206 | $2,199+45.8% | $2,721+17.8% | $2,654+20.8% |
| Participant deferral / active EE | $7,579 | $3,173+138.9% | $4,175+81.5% | $4,375+73.2% |
| Admin fee / account holder | $60 | $855-93.0% | $5,349-98.9% | $834-92.8% |