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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,470 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,258 | $102,317+23.4% | $146,958-14.1% | $80,856+56.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.99% | 134.76%-119.8pp | 418.34%-403.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $11,409 | $3,713+207.3% | $4,933+131.3% | $2,755+314.2% |
| Participant deferral / active EE | $13,719 | $6,644+106.5% | $8,070+70.0% | $4,296+219.4% |
| Admin fee / account holder | $12 | $7,941-99.8% | $12,998-99.9% | $6,918-99.8% |