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 | $28,162 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,164 | $102,553+14.2% | $151,611-22.7% | $66,914+75.1% |
| Participation rate | 99.4% | 85.5%+13.9pp | 87.5%+11.9pp | 69.8%+29.6pp |
| Annual return | -16.06% | -10.82%-5.2pp | 3.33%-19.4pp | 1.58%-17.6pp |
| Employer contribution / active EE | $4,294 | $4,180+2.7% | $6,166-30.4% | $2,544+68.8% |
| Participant deferral / active EE | $5,860 | $6,641-11.8% | $8,363-29.9% | $4,237+38.3% |
| Admin fee / account holder | $120 | $630-80.9% | $11,616-99.0% | $593-79.8% |