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 | $49,056 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,231 | $65,435+48.6% | $86,677+12.2% | $66,914+45.3% |
| Participation rate | 78.0% | 75.5%+2.5pp | 76.6%+1.4pp | 69.8%+8.2pp |
| Annual return | -14.93% | -10.89%-4.0pp | 35.91%-50.8pp | 1.58%-16.5pp |
| Employer contribution / active EE | $2,046 | $2,153-5.0% | $2,836-27.9% | $2,544-19.6% |
| Participant deferral / active EE | $5,512 | $4,100+34.4% | $4,656+18.4% | $4,237+30.1% |
| Admin fee / account holder | $175 | $642-72.7% | $7,493-97.7% | $593-70.4% |