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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,307 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,675 | $100,801+48.5% | $149,6960% | $73,409+103.9% |
| Participation rate | 97.8% | 77.7%+20.1pp | 82.5%+15.3pp | 72.2%+25.6pp |
| Annual return | 21.37% | 265.34%-244.0pp | 276.60%-255.2pp | 59.29%-37.9pp |
| Employer contribution / active EE | $2,894 | $3,312-12.6% | $4,644-37.7% | $2,234+29.6% |
| Participant deferral / active EE | $8,014 | $6,404+25.1% | $6,842+17.1% | $3,805+110.6% |
| Admin fee / account holder | $30 | $181-83.6% | $9,309-99.7% | $158-81.3% |