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 9-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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $4,038 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,740 | $100,923+16.7% | $150,045-21.5% | $74,304+58.5% |
| Participation rate | 98.0% | 70.1%+27.9pp | 82.3%+15.7pp | 60.3%+37.7pp |
| Annual return | 27.90% | 51.77%-23.9pp | 62.55%-34.6pp | 29.43%-1.5pp |
| Employer contribution / active EE | $3,730 | $3,463+7.7% | $4,693-20.5% | $2,241+66.4% |
| Participant deferral / active EE | $10,306 | $6,709+53.6% | $7,997+28.9% | $3,767+173.6% |
| Admin fee / account holder | $30 | $2,767-98.9% | $13,435-99.8% | $2,969-99.0% |