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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $121,585 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,307 | $81,302+36.9% | $76,002+46.5% | $199,768-44.3% |
| Participation rate | 74.7% | 70.1%+4.6pp | 69.1%+5.6pp | 72.0%+2.6pp |
| Annual return | 13.14% | 16.31%-3.2pp | 360.07%-346.9pp | 34.26%-21.1pp |
| Employer contribution / active EE | $2,354 | $3,352-29.8% | $2,688-12.4% | $3,037-22.5% |
| Participant deferral / active EE | $6,066 | $4,721+28.5% | $4,257+42.5% | $5,090+19.2% |
| Admin fee / account holder | $84 | $145-42.2% | $6,414-98.7% | $269-68.8% |