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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,175 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,788 | $106,028+58.2% | $146,958+14.2% | $77,643+116.1% |
| Participation rate | 80.2% | 78.4%+1.8pp | 82.2%-2.0pp | 70.6%+9.6pp |
| Annual return | 16.61% | 56.73%-40.1pp | 418.34%-401.7pp | 31.24%-14.6pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $16,476 | $7,990+106.2% | $8,070+104.2% | $4,647+254.5% |
| Admin fee / account holder | $1 | $337-99.7% | $12,998-100.0% | $430-99.8% |