Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,576 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,778 | $106,110+30.8% | $147,005-5.6% | $77,671+78.7% |
| Participation rate | 93.9% | 78.4%+15.6pp | 82.2%+11.8pp | 70.6%+23.4pp |
| Annual return | 21.75% | 56.77%-35.0pp | 418.76%-397.0pp | 31.21%-9.5pp |
| Employer contribution / active EE | $8,853 | $4,065+117.8% | $4,934+79.4% | $2,726+224.7% |
| Participant deferral / active EE | $14,956 | $7,992+87.2% | $8,070+85.3% | $4,648+221.8% |
| Admin fee / account holder | $16 | $338-95.4% | $13,006-99.9% | $430-96.4% |