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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $32,566 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,748 | $104,317-61.9% | $159,436-75.1% | $86,799-54.2% |
| Participation rate | 79.5% | 77.7%+1.8pp | 82.8%-3.3pp | 72.3%+7.3pp |
| Annual return | 33.57% | 26.32%+7.2pp | 263.57%-230.0pp | 97.91%-64.3pp |
| Employer contribution / active EE | $2,618 | $3,451-24.1% | $4,829-45.8% | $2,405+8.8% |
| Participant deferral / active EE | $8,268 | $6,837+20.9% | $7,352+12.5% | $4,131+100.1% |
| Admin fee / account holder | $72 | $172-58.2% | $10,799-99.3% | $170-57.5% |