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 | $15,770 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,411 | $119,446+47.7% | $150,045+17.6% | $85,563+106.2% |
| Participation rate | 95.2% | 75.4%+19.7pp | 82.3%+12.8pp | 66.0%+29.2pp |
| Annual return | 21.77% | 23.72%-2.0pp | 62.55%-40.8pp | 31.51%-9.7pp |
| Employer contribution / active EE | $9,326 | $4,078+128.7% | $4,693+98.7% | $2,654+251.5% |
| Participant deferral / active EE | $15,965 | $7,985+99.9% | $7,997+99.6% | $4,375+264.9% |
| Admin fee / account holder | $32 | $548-94.2% | $13,435-99.8% | $834-96.2% |