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 | $20,746 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,675 | $78,976+28.7% | $100,383+1.3% | $74,546+36.4% |
| Participation rate | 76.7% | 79.5%-2.8pp | 81.5%-4.8pp | 67.2%+9.5pp |
| Annual return | 16.20% | 20.62%-4.4pp | 49.26%-33.1pp | 1366.03%-1349.8pp |
| Employer contribution / active EE | $4,026 | $3,019+33.4% | $3,944+2.1% | $2,624+53.4% |
| Participant deferral / active EE | $9,889 | $7,758+27.5% | $8,086+22.3% | $4,347+127.5% |
| Admin fee / account holder | $94 | $1,330-92.9% | $7,900-98.8% | $1,944-95.2% |