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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,913 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,629 | $130,194-60.3% | $169,993-69.6% | $71,457-27.7% |
| Participation rate | 93.2% | 86.1%+7.1pp | 87.0%+6.2pp | 67.9%+25.3pp |
| Annual return | 17.52% | 20.37%-2.8pp | 53.37%-35.8pp | 28.85%-11.3pp |
| Employer contribution / active EE | $3,216 | $4,381-26.6% | $6,785-52.6% | $2,588+24.3% |
| Participant deferral / active EE | $5,946 | $6,923-14.1% | $10,408-42.9% | $4,289+38.6% |
| Admin fee / account holder | $107 | $966-88.9% | $12,815-99.2% | $1,587-93.2% |