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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,519 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,542 | $61,156-23.9% | $185,823-75.0% | $79,386-41.4% |
| Participation rate | 85.7% | 66.6%+19.1pp | 81.7%+4.0pp | 70.7%+15.0pp |
| Annual return | 15.88% | 19.45%-3.6pp | 122.05%-106.2pp | 116.85%-101.0pp |
| Employer contribution / active EE | $2,899 | $2,321+24.9% | $5,167-43.9% | $2,427+19.4% |
| Participant deferral / active EE | $4,941 | $2,789+77.2% | $5,568-11.2% | $4,046+22.1% |
| Admin fee / account holder | $20 | $710-97.2% | $16,237-99.9% | $626-96.8% |