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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,325 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,088 | $119,446+56.6% | $150,045+24.7% | $85,563+118.7% |
| Participation rate | 82.9% | 75.4%+7.4pp | 82.3%+0.5pp | 66.0%+16.9pp |
| Annual return | 18.13% | 23.72%-5.6pp | 62.55%-44.4pp | 31.51%-13.4pp |
| Employer contribution / active EE | $0 | $4,078-100.0% | $4,693-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $16,864 | $7,985+111.2% | $7,997+110.9% | $4,375+285.4% |
| Admin fee / account holder | $1 | $548-99.8% | $13,435-100.0% | $834-99.8% |