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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $126,430 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,983 | $159,202-7.0% | $97,995+51.0% | $77,958+89.8% |
| Participation rate | 98.0% | 91.5%+6.5pp | 82.4%+15.6pp | 71.6%+26.4pp |
| Annual return | 15.60% | 28.47%-12.9pp | 23.94%-8.3pp | 20.87%-5.3pp |
| Employer contribution / active EE | $0 | $4,224-100.0% | $4,158-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $11,608 | $7,461+55.6% | $5,097+127.8% | $3,537+228.2% |
| Admin fee / account holder | $69 | $83-16.2% | $5,943-98.8% | $97-28.9% |