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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,355 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,294 | $61,272-35.9% | $149,673-73.7% | $71,457-45.0% |
| Participation rate | 83.8% | 62.5%+21.3pp | 78.8%+5.0pp | 67.9%+15.9pp |
| Annual return | 21.24% | 35.85%-14.6pp | 134.42%-113.2pp | 28.85%-7.6pp |
| Employer contribution / active EE | $2,766 | $2,378+16.3% | $4,818-42.6% | $2,588+6.9% |
| Participant deferral / active EE | $4,583 | $2,917+57.1% | $5,680-19.3% | $4,289+6.9% |
| Admin fee / account holder | $27 | $1,261-97.9% | $13,210-99.8% | $1,587-98.3% |