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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,825 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,470 | $65,435+64.2% | $86,677+24.0% | $66,914+60.6% |
| Participation rate | 89.4% | 75.5%+14.0pp | 76.6%+12.9pp | 69.8%+19.6pp |
| Annual return | -12.95% | -10.89%-2.1pp | 35.91%-48.9pp | 1.58%-14.5pp |
| Employer contribution / active EE | $2,731 | $2,153+26.8% | $2,836-3.7% | $2,544+7.3% |
| Participant deferral / active EE | $7,291 | $4,100+77.8% | $4,656+56.6% | $4,237+72.1% |
| Admin fee / account holder | $66 | $642-89.6% | $7,493-99.1% | $593-88.8% |