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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,997 | $119,446+9.7% | $150,045-12.7% | $85,563+53.1% |
| Participation rate | 82.5% | 75.4%+7.1pp | 82.3%+0.2pp | 66.0%+16.6pp |
| Annual return | 16.63% | 23.72%-7.1pp | 62.55%-45.9pp | 31.51%-14.9pp |
| Employer contribution / active EE | $13,320 | $4,078+226.6% | $4,693+183.8% | $2,654+402.0% |
| Participant deferral / active EE | $0 | $7,985-100.0% | $7,997-100.0% | $4,375-100.0% |
| Admin fee / account holder | $1 | $548-99.9% | $13,435-100.0% | $834-99.9% |