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 7-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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $36,934 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,052 | $110,483-14.0% | $145,433-34.6% | $79,634+19.4% |
| Participation rate | 99.4% | 71.1%+28.3pp | 82.1%+17.3pp | 62.5%+36.9pp |
| Annual return | 19.68% | 24.62%-4.9pp | 66.58%-46.9pp | 36.46%-16.8pp |
| Employer contribution / active EE | $6,053 | $4,053+49.4% | $4,554+32.9% | $2,529+139.3% |
| Participant deferral / active EE | $8,238 | $7,216+14.2% | $7,897+4.3% | $3,835+114.8% |
| Admin fee / account holder | $93 | $680-86.3% | $13,129-99.3% | $1,002-90.7% |