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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,378 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,499 | $131,799+74.1% | $200,582+14.4% | $85,563+168.2% |
| Participation rate | 98.8% | 87.9%+10.9pp | 86.9%+11.9pp | 66.0%+32.9pp |
| Annual return | 16.78% | 21.59%-4.8pp | 42.33%-25.6pp | 31.51%-14.7pp |
| Employer contribution / active EE | $4,714 | $4,532+4.0% | $6,419-26.6% | $2,654+77.7% |
| Participant deferral / active EE | $7,358 | $7,702-4.5% | $9,331-21.1% | $4,375+68.2% |
| Admin fee / account holder | $71 | $235-69.7% | $16,305-99.6% | $834-91.4% |