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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $80,480 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,572 | $104,317+24.2% | $159,436-18.7% | $86,799+49.3% |
| Participation rate | 94.8% | 77.7%+17.1pp | 82.8%+12.0pp | 72.3%+22.6pp |
| Annual return | 21.22% | 26.32%-5.1pp | 263.57%-242.3pp | 97.91%-76.7pp |
| Employer contribution / active EE | $3,225 | $3,451-6.6% | $4,829-33.2% | $2,405+34.1% |
| Participant deferral / active EE | $5,756 | $6,837-15.8% | $7,352-21.7% | $4,131+39.3% |
| Admin fee / account holder | $117 | $172-32.1% | $10,799-98.9% | $170-31.1% |