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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $141,473 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,289 | $167,950+26.4% | $112,887+88.1% | $80,160+164.8% |
| Participation rate | 96.4% | 94.5%+1.8pp | 80.5%+15.8pp | 72.9%+23.4pp |
| Annual return | 15.10% | 18.78%-3.7pp | 34.10%-19.0pp | 40.38%-25.3pp |
| Employer contribution / active EE | $0 | $6,272-100.0% | $4,563-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $14,495 | $9,857+47.1% | $6,513+122.5% | $5,017+188.9% |
| Admin fee / account holder | $75 | $104-27.3% | $7,047-98.9% | $145-48.0% |