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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $121,955 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,098 | $144,604-10.7% | $88,497+45.9% | $63,975+101.8% |
| Participation rate | 98.2% | 91.8%+6.3pp | 82.4%+15.8pp | 71.1%+27.1pp |
| Annual return | 8.14% | 9.63%-1.5pp | 7.63%+0.5pp | 48.65%-40.5pp |
| Employer contribution / active EE | $0 | $4,008-100.0% | $4,036-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $12,119 | $7,027+72.5% | $4,899+147.4% | $3,356+261.1% |
| Admin fee / account holder | $71 | $78-10.0% | $6,220-98.9% | $70+0.2% |