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 8-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 | $18,224 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,602 | $79,171-48.7% | $102,423-60.4% | $74,495-45.5% |
| Participation rate | 95.9% | 74.8%+21.1pp | 76.5%+19.4pp | 67.2%+28.7pp |
| Annual return | 21.34% | 54.93%-33.6pp | 29.32%-8.0pp | 1364.94%-1343.6pp |
| Employer contribution / active EE | $1,636 | $2,362-30.8% | $3,023-45.9% | $2,623-37.6% |
| Participant deferral / active EE | $3,875 | $4,415-12.2% | $5,053-23.3% | $4,346-10.8% |
| Admin fee / account holder | $113 | $2,001-94.3% | $9,451-98.8% | $1,942-94.2% |