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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $162,490 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,809 | $58,778+34.1% | $129,207-39.0% | $77,643+1.5% |
| Participation rate | 93.9% | 59.2%+34.6pp | 69.6%+24.3pp | 70.6%+23.3pp |
| Annual return | 13.95% | 24.73%-10.8pp | 9417.33%-9403.4pp | 31.24%-17.3pp |
| Employer contribution / active EE | $509 | $1,952-73.9% | $4,153-87.7% | $2,726-81.3% |
| Participant deferral / active EE | $4,955 | $3,212+54.2% | $4,168+18.9% | $4,647+6.6% |
| Admin fee / account holder | $123 | $589-79.2% | $7,715-98.4% | $430-71.5% |