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 | $8,944 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,509 | $82,978+12.7% | $129,995-28.1% | $71,457+30.9% |
| Participation rate | 99.4% | 74.1%+25.3pp | 78.5%+20.9pp | 67.9%+31.5pp |
| Annual return | 18.54% | 20.60%-2.1pp | -137.18%+155.7pp | 28.85%-10.3pp |
| Employer contribution / active EE | $4,556 | $2,622+73.8% | $4,320+5.5% | $2,588+76.1% |
| Participant deferral / active EE | $3,165 | $4,432-28.6% | $5,820-45.6% | $4,289-26.2% |
| Admin fee / account holder | $38 | $1,729-97.8% | $10,614-99.6% | $1,587-97.6% |