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 | $1,850 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,733 | $80,724+204.4% | $103,333+137.8% | $74,495+229.9% |
| Participation rate | 96.5% | 65.7%+30.8pp | 74.5%+22.0pp | 67.2%+29.3pp |
| Annual return | 14.95% | 27.56%-12.6pp | 24.88%-9.9pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $5,058 | $3,157+60.2% | $3,868+30.8% | $2,623+92.8% |
| Participant deferral / active EE | $7,964 | $3,860+106.3% | $5,057+57.5% | $4,346+83.3% |
| Admin fee / account holder | $11 | $2,368-99.5% | $8,355-99.9% | $1,942-99.4% |