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 9-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 | $33,035 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,700 | $50,815-67.1% | $155,509-89.3% | $77,643-78.5% |
| Participation rate | 72.4% | 63.1%+9.3pp | 78.2%-5.7pp | 70.6%+1.9pp |
| Annual return | 21.31% | 34.80%-13.5pp | 64.67%-43.4pp | 31.24%-9.9pp |
| Employer contribution / active EE | $1,853 | $1,993-7.0% | $4,672-60.3% | $2,726-32.0% |
| Participant deferral / active EE | $2,985 | $2,822+5.8% | $5,626-46.9% | $4,647-35.8% |
| Admin fee / account holder | $70 | $437-84.0% | $15,912-99.6% | $430-83.8% |