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 Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 19482 | Recordkeeping | $12,361 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,361 | $56,317+83.5% | $71,209+45.2% | $74,304+39.1% |
| Participation rate | 85.3% | 55.1%+30.2pp | 73.8%+11.5pp | 60.3%+24.9pp |
| Annual return | 16.84% | 42.83%-26.0pp | 282.51%-265.7pp | 29.43%-12.6pp |
| Employer contribution / active EE | $7,519 | $2,160+248.1% | $2,721+176.3% | $2,241+235.5% |
| Participant deferral / active EE | $5,504 | $2,788+97.4% | $4,175+31.8% | $3,767+46.1% |
| Admin fee / account holder | $75 | $2,290-96.7% | $5,349-98.6% | $2,969-97.5% |