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.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,449 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,759 | $92,055+35.5% | $106,213+17.5% | $77,643+60.7% |
| Participation rate | 99.6% | 81.0%+18.6pp | 75.3%+24.3pp | 70.6%+29.0pp |
| Annual return | 12.88% | 17.91%-5.0pp | 116.14%-103.3pp | 31.24%-18.4pp |
| Employer contribution / active EE | $3,184 | $3,367-5.4% | $3,171+0.4% | $2,726+16.8% |
| Participant deferral / active EE | $4,309 | $5,386-20.0% | $5,016-14.1% | $4,647-7.3% |
| Admin fee / account holder | $26 | $219-87.9% | $11,033-99.8% | $430-93.9% |