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 | $119,446-20.4% | $150,045-36.7% | $85,563+11.1% |
| Participation rate | 99.4% | 75.4%+24.0pp | 82.3%+17.1pp | 66.0%+33.4pp |
| Annual return | 19.68% | 23.72%-4.0pp | 62.55%-42.9pp | 31.51%-11.8pp |
| Employer contribution / active EE | $6,053 | $4,078+48.4% | $4,693+29.0% | $2,654+128.1% |
| Participant deferral / active EE | $8,238 | $7,985+3.2% | $7,997+3.0% | $4,375+88.3% |
| Admin fee / account holder | $93 | $548-83.0% | $13,435-99.3% | $834-88.8% |