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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,623 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,002 | $78,419+55.6% | $133,956-8.9% | $73,409+66.2% |
| Participation rate | 97.0% | 78.6%+18.4pp | 79.8%+17.1pp | 72.2%+24.8pp |
| Annual return | 13.56% | 33.35%-19.8pp | 45.09%-31.5pp | 59.29%-45.7pp |
| Employer contribution / active EE | $2,977 | $2,044+45.7% | $3,919-24.0% | $2,234+33.3% |
| Participant deferral / active EE | $5,213 | $3,925+32.8% | $5,048+3.3% | $3,805+37.0% |
| Admin fee / account holder | $38 | $161-76.4% | $8,927-99.6% | $158-75.9% |