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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,014 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,876 | $73,638+89.9% | $95,952+45.8% | $73,488+90.3% |
| Participation rate | 96.1% | 76.2%+20.0pp | 77.1%+19.1pp | 70.7%+25.5pp |
| Annual return | 16.96% | 16.78%+0.2pp | 91.61%-74.7pp | 28.51%-11.6pp |
| Employer contribution / active EE | $1,351 | $1,863-27.5% | $2,541-46.8% | $2,270-40.5% |
| Participant deferral / active EE | $4,644 | $3,617+28.4% | $4,167+11.4% | $3,740+24.2% |
| Admin fee / account holder | $37 | $482-92.4% | $6,795-99.5% | $513-92.8% |