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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $69,661 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,945 | $107,459-7.9% | $135,903-27.2% | $80,160+23.4% |
| Participation rate | 99.0% | 78.0%+20.9pp | 81.9%+17.1pp | 72.9%+26.0pp |
| Annual return | 19.75% | 91.91%-72.2pp | 68.23%-48.5pp | 40.38%-20.6pp |
| Employer contribution / active EE | $3,643 | $3,877-6.0% | $4,856-25.0% | $2,978+22.4% |
| Participant deferral / active EE | $10,010 | $8,195+22.2% | $7,758+29.0% | $5,017+99.5% |
| Admin fee / account holder | $22 | $127-82.3% | $10,762-99.8% | $145-84.5% |