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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,653 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,251 | $76,050+79.2% | $96,544+41.1% | $71,457+90.7% |
| Participation rate | 91.2% | 74.4%+16.8pp | 76.0%+15.2pp | 67.9%+23.3pp |
| Annual return | 21.30% | 22.81%-1.5pp | 25.84%-4.5pp | 28.85%-7.5pp |
| Employer contribution / active EE | $1,599 | $2,244-28.7% | $2,965-46.1% | $2,588-38.2% |
| Participant deferral / active EE | $5,908 | $4,215+40.1% | $4,851+21.8% | $4,289+37.7% |
| Admin fee / account holder | $50 | $2,707-98.1% | $8,252-99.4% | $1,587-96.8% |