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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,045 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,509 | $136,307-32.9% | $177,821-48.5% | $73,488+24.5% |
| Participation rate | 98.3% | 86.1%+12.2pp | 87.7%+10.6pp | 70.7%+27.7pp |
| Annual return | 23.71% | 18.68%+5.0pp | 48.32%-24.6pp | 28.51%-4.8pp |
| Employer contribution / active EE | $2,698 | $3,712-27.3% | $5,918-54.4% | $2,270+18.8% |
| Participant deferral / active EE | $6,118 | $5,829+5.0% | $7,714-20.7% | $3,740+63.6% |
| Admin fee / account holder | $84 | $596-85.9% | $12,427-99.3% | $513-83.6% |