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 3-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 | $22,476 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,377 | $82,978+74.0% | $130,231+10.9% | $74,419+94.0% |
| Participation rate | 98.0% | 73.7%+24.4pp | 76.3%+21.7pp | 70.7%+27.3pp |
| Annual return | 11004.67% | 123.05%+10881.6pp | 38.77%+10965.9pp | 34.38%+10970.3pp |
| Employer contribution / active EE | $4,788 | $3,391+41.2% | $4,126+16.1% | $2,637+81.6% |
| Participant deferral / active EE | $10,999 | $5,370+104.8% | $6,799+61.8% | $4,528+142.9% |
| Admin fee / account holder | $77 | $354-78.4% | $6,020-98.7% | $348-78.0% |