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 | $81,357+36.8% | $75,972+46.5% | $199,593-44.2% |
| Participation rate | 74.7% | 69.9%+4.8pp | 69.1%+5.6pp | 72.0%+2.7pp |
| Annual return | 13.14% | 16.32%-3.2pp | 359.55%-346.4pp | 34.25%-21.1pp |
| Employer contribution / active EE | $2,354 | $3,341-29.5% | $2,685-12.3% | $3,034-22.4% |
| Participant deferral / active EE | $6,066 | $4,710+28.8% | $4,255+42.5% | $5,087+19.2% |
| Admin fee / account holder | $84 | $144-42.0% | $6,467-98.7% | $269-68.8% |