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 | $149,626 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,166 | $41,647+471.9% | $96,139+147.7% | $86,799+174.4% |
| Participation rate | 96.2% | 50.2%+46.0pp | 68.4%+27.8pp | 72.3%+24.0pp |
| Annual return | 23.03% | 27.24%-4.2pp | 191.94%-168.9pp | 97.91%-74.9pp |
| Employer contribution / active EE | $4,623 | $1,318+250.9% | $2,797+65.3% | $2,405+92.2% |
| Participant deferral / active EE | $8,804 | $2,412+264.9% | $4,349+102.4% | $4,131+113.1% |
| Admin fee / account holder | $121 | $169-28.5% | $5,537-97.8% | $170-28.6% |