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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,999 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,725 | $49,808+96.2% | $95,745+2.1% | $74,419+31.3% |
| Participation rate | 98.5% | 66.6%+31.9pp | 72.3%+26.2pp | 70.7%+27.8pp |
| Annual return | 17.87% | 24.91%-7.0pp | 28.35%-10.5pp | 34.38%-16.5pp |
| Employer contribution / active EE | $2,138 | $1,639+30.5% | $2,835-24.6% | $2,637-18.9% |
| Participant deferral / active EE | $3,570 | $3,739-4.5% | $4,245-15.9% | $4,528-21.2% |
| Admin fee / account holder | $5 | $311-98.3% | $5,678-99.9% | $348-98.5% |