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 P.O. BOX 2900 · VALLEY FORGE, PA 19482 | Recordkeeping | $9,585 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,909 | $58,208+42.4% | $81,812+1.3% | $80,856+2.5% |
| Participation rate | 92.6% | 63.4%+29.1pp | 72.3%+20.2pp | 67.6%+24.9pp |
| Annual return | 14.44% | 41.66%-27.2pp | 773.79%-759.4pp | 35.59%-21.2pp |
| Employer contribution / active EE | $6,832 | $2,340+192.0% | $2,912+134.6% | $2,755+148.0% |
| Participant deferral / active EE | $5,309 | $3,281+61.8% | $4,319+22.9% | $4,296+23.6% |
| Admin fee / account holder | $56 | $4,981-98.9% | $7,386-99.2% | $6,918-99.2% |