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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,645 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,545 | $101,317-16.6% | $146,958-42.5% | $74,495+13.5% |
| Participation rate | 91.5% | 75.5%+16.0pp | 82.2%+9.4pp | 67.2%+24.3pp |
| Annual return | 17.17% | 8730.91%-8713.7pp | 418.34%-401.2pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $5,093 | $3,810+33.7% | $4,933+3.2% | $2,623+94.2% |
| Participant deferral / active EE | $13,225 | $7,303+81.1% | $8,070+63.9% | $4,346+204.3% |
| Admin fee / account holder | $17 | $1,739-99.0% | $12,998-99.9% | $1,942-99.1% |