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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,318 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,808 | $104,317-30.2% | $159,436-54.3% | $86,799-16.1% |
| Participation rate | 86.6% | 77.7%+8.9pp | 82.8%+3.8pp | 72.3%+14.4pp |
| Annual return | 21.24% | 26.32%-5.1pp | 263.57%-242.3pp | 97.91%-76.7pp |
| Employer contribution / active EE | $2,975 | $3,451-13.8% | $4,829-38.4% | $2,405+23.7% |
| Participant deferral / active EE | $11,321 | $6,837+65.6% | $7,352+54.0% | $4,131+174.1% |
| Admin fee / account holder | $30 | $172-82.3% | $10,799-99.7% | $170-82.1% |